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OSAIC HOLDINGS, INC.: HERD position timeline

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

OSAIC HOLDINGS, INC. held 114,492 HERD 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 114,492 shares
    Change vs previous 13F +9,164 shares

    0.01% of the 13F portfolio, value $5,389,204.

    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 105,328 shares
    Change vs previous 13F +34,815 shares

    0.01% of the 13F portfolio, value $4,818,879.

    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 70,513 shares
    Change vs previous 13F +16,595 shares

    <0.01% of the 13F portfolio, value $3,064,517.

    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 53,918 shares
    Change vs previous 13F +5,411 shares

    <0.01% of the 13F portfolio, value $2,281,030.

    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 48,507 shares
    Change vs previous 13F -448 shares

    <0.01% of the 13F portfolio, value $1,932,116.

    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 48,955 shares
    Change vs previous 13F -4,352 shares

    <0.01% of the 13F portfolio, value $1,833,938.

    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 53,307 shares
    Change vs previous 13F -78,186 shares

    <0.01% of the 13F portfolio, value $2,020,933.

    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 131,493 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,265,020.

    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).