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OSAIC HOLDINGS, INC.: HESM position timeline

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

OSAIC HOLDINGS, INC. held 27,234 HESM 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 27,234 shares
    Change vs previous 13F +3,153 shares

    <0.01% of the 13F portfolio, value $1,024,278.

    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 24,081 shares
    Change vs previous 13F -2,066 shares

    <0.01% of the 13F portfolio, value $936,288.

    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 26,147 shares
    Change vs previous 13F -89,022 shares

    <0.01% of the 13F portfolio, value $902,339.

    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 115,169 shares
    Change vs previous 13F -770 shares

    0.01% of the 13F portfolio, value $4,631,228.

    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 115,939 shares
    Change vs previous 13F +17,314 shares

    0.01% of the 13F portfolio, value $4,464,914.

    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 98,625 shares
    Change vs previous 13F +3,233 shares

    0.01% of the 13F portfolio, value $4,170,820.

    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 95,392 shares
    Change vs previous 13F +21,177 shares

    0.01% of the 13F portfolio, value $3,532,350.

    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 74,215 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,617,522.

    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).