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OSAIC HOLDINGS, INC.: HEQT position timeline

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

OSAIC HOLDINGS, INC. held 77,550 HEQT 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 77,550 shares
    Change vs previous 13F -62,997 shares

    <0.01% of the 13F portfolio, value $2,601,105.

    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 140,547 shares
    Change vs previous 13F +19,291 shares

    0.01% of the 13F portfolio, value $4,427,292.

    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 121,256 shares
    Change vs previous 13F -5,299 shares

    0.01% of the 13F portfolio, value $3,886,267.

    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 126,555 shares
    Change vs previous 13F +7,946 shares

    0.01% of the 13F portfolio, value $3,899,273.

    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 118,609 shares
    Change vs previous 13F +17,809 shares

    0.01% of the 13F portfolio, value $3,564,155.

    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 100,800 shares
    Change vs previous 13F -1,973 shares

    0.01% of the 13F portfolio, value $2,880,858.

    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 102,773 shares
    Change vs previous 13F +3,185 shares

    0.01% of the 13F portfolio, value $3,029,719.

    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 99,588 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,876,072.

    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).