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OSAIC HOLDINGS, INC.: HFSI position timeline

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

OSAIC HOLDINGS, INC. held 720,743 HFSI 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 720,743 shares
    Change vs previous 13F +258,318 shares

    0.03% of the 13F portfolio, value $25,341,097.

    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 462,425 shares
    Change vs previous 13F +20,774 shares

    0.02% of the 13F portfolio, value $16,055,233.

    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 441,651 shares
    Change vs previous 13F +155,669 shares

    0.02% of the 13F portfolio, value $15,669,536.

    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 285,982 shares
    Change vs previous 13F +261,466 shares

    0.01% of the 13F portfolio, value $10,098,315.

    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 24,516 shares
    Change vs previous 13F +11,356 shares

    <0.01% of the 13F portfolio, value $856,072.

    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 13,160 shares
    Change vs previous 13F +5,655 shares

    <0.01% of the 13F portfolio, value $454,665.

    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 7,505 shares
    Change vs previous 13F +1,731 shares

    <0.01% of the 13F portfolio, value $257,417.

    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 5,774 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $204,627.

    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).