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OSAIC HOLDINGS, INC.: HIO position timeline

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

OSAIC HOLDINGS, INC. held 118,176 HIO 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 118,176 shares
    Change vs previous 13F +28,597 shares

    <0.01% of the 13F portfolio, value $430,152.

    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 89,579 shares
    Change vs previous 13F -19,931 shares

    <0.01% of the 13F portfolio, value $325,167.

    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 109,510 shares
    Change vs previous 13F -14,484 shares

    <0.01% of the 13F portfolio, value $406,276.

    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 123,994 shares
    Change vs previous 13F +18,629 shares

    <0.01% of the 13F portfolio, value $485,830.

    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 105,365 shares
    Change vs previous 13F -1,500 shares

    <0.01% of the 13F portfolio, value $419,345.

    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 106,865 shares
    Change vs previous 13F +20,917 shares

    <0.01% of the 13F portfolio, value $425,315.

    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 85,948 shares
    Change vs previous 13F +29,872 shares

    <0.01% of the 13F portfolio, value $337,770.

    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 56,076 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $227,103.

    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).