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OSAIC HOLDINGS, INC.: HFRO position timeline

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

OSAIC HOLDINGS, INC. held 95,535 HFRO 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 95,535 shares
    Change vs previous 13F -15,008 shares

    <0.01% of the 13F portfolio, value $681,235.

    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 110,543 shares
    Change vs previous 13F +4,402 shares

    <0.01% of the 13F portfolio, value $631,259.

    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 106,141 shares
    Change vs previous 13F -194,636 shares

    <0.01% of the 13F portfolio, value $634,819.

    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 300,777 shares
    Change vs previous 13F -6,640 shares

    <0.01% of the 13F portfolio, value $1,863,826.

    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 307,417 shares
    Change vs previous 13F +2,393 shares

    <0.01% of the 13F portfolio, value $1,598,655.

    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 305,024 shares
    Change vs previous 13F -61,062 shares

    <0.01% of the 13F portfolio, value $1,586,197.

    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 366,086 shares
    Change vs previous 13F +95,681 shares

    <0.01% of the 13F portfolio, value $1,900,060.

    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 270,405 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,657,618.

    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).