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OSAIC HOLDINGS, INC.: HEQ position timeline

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

OSAIC HOLDINGS, INC. held 27,754 HEQ 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 27,754 shares
    Change vs previous 13F +3,576 shares

    <0.01% of the 13F portfolio, value $318,637.

    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 24,178 shares
    Change vs previous 13F -10,224 shares

    <0.01% of the 13F portfolio, value $262,580.

    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 34,402 shares
    Change vs previous 13F -3,687 shares

    <0.01% of the 13F portfolio, value $369,840.

    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 38,089 shares
    Change vs previous 13F -5,293 shares

    <0.01% of the 13F portfolio, value $407,943.

    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 43,382 shares
    Change vs previous 13F -213 shares

    <0.01% of the 13F portfolio, value $459,009.

    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 43,595 shares
    Change vs previous 13F +22,547 shares

    <0.01% of the 13F portfolio, value $453,403.

    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 21,048 shares
    Change vs previous 13F -30,785 shares

    <0.01% of the 13F portfolio, value $214,901.

    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 51,833 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $568,613.

    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).