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OSAIC HOLDINGS, INC.: HEI position timeline

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

OSAIC HOLDINGS, INC. held 25,456 HEI 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 25,456 shares
    Change vs previous 13F -1,614 shares

    0.01% of the 13F portfolio, value $9,068,200.

    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 27,070 shares
    Change vs previous 13F -3,915 shares

    0.01% of the 13F portfolio, value $7,422,919.

    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 30,985 shares
    Change vs previous 13F -8,455 shares

    0.01% of the 13F portfolio, value $10,027,094.

    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 39,440 shares
    Change vs previous 13F +24,826 shares

    0.02% of the 13F portfolio, value $12,642,610.

    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 14,614 shares
    Change vs previous 13F +2,043 shares

    0.01% of the 13F portfolio, value $4,725,256.

    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 12,571 shares
    Change vs previous 13F +4,066 shares

    0.01% of the 13F portfolio, value $3,359,034.

    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 8,505 shares
    Change vs previous 13F +3,637 shares

    <0.01% of the 13F portfolio, value $2,021,840.

    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 4,868 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,272,951.

    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).