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OSAIC HOLDINGS, INC.: HEGD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on HEGD, newest first. How the timeline and the estimate are built.

OSAIC HOLDINGS, INC. held 28,303 HEGD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,303 shares
    Change vs previous 13F +14,394 shares

    <0.01% of the 13F portfolio, value $754,568.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,909 shares
    Change vs previous 13F +794 shares

    <0.01% of the 13F portfolio, value $343,567.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,115 shares
    Change vs previous 13F +4,996 shares

    <0.01% of the 13F portfolio, value $330,640.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,119 shares
    Change vs previous 13F +3,700 shares

    <0.01% of the 13F portfolio, value $197,974.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 4,419 shares
    Change vs previous 13F +978 shares

    <0.01% of the 13F portfolio, value $103,846.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,441 shares
    Change vs previous 13F -4,850 shares

    <0.01% of the 13F portfolio, value $75,357.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 8,291 shares
    Change vs previous 13F +821 shares

    <0.01% of the 13F portfolio, value $185,718.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,470 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $166,279.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).