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OSAIC HOLDINGS, INC.: HELO position timeline

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

OSAIC HOLDINGS, INC. held 1,120,018 HELO 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 1,120,018 shares
    Change vs previous 13F -769,640 shares

    0.09% of the 13F portfolio, value $75,703,343.

    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 1,889,658 shares
    Change vs previous 13F -96,323 shares

    0.18% of the 13F portfolio, value $120,703,896.

    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 1,985,981 shares
    Change vs previous 13F -910,805 shares

    0.19% of the 13F portfolio, value $131,936,866.

    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 2,896,786 shares
    Change vs previous 13F -111,616 shares

    0.26% of the 13F portfolio, value $187,685,817.

    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 3,008,402 shares
    Change vs previous 13F +31,657 shares

    0.34% of the 13F portfolio, value $188,269,815.

    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 2,976,745 shares
    Change vs previous 13F +518,084 shares

    0.4% of the 13F portfolio, value $177,655,726.

    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 2,458,661 shares
    Change vs previous 13F +53,390 shares

    0.34% of the 13F portfolio, value $152,536,003.

    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 2,405,271 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $147,058,222.

    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).