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Disclosery

OSAIC HOLDINGS, INC.: HL position timeline

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

OSAIC HOLDINGS, INC. held 128,332 HL 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 128,332 shares
    Change vs previous 13F +1,809 shares

    <0.01% of the 13F portfolio, value $1,980,220.

    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 126,523 shares
    Change vs previous 13F +22,326 shares

    <0.01% of the 13F portfolio, value $2,357,164.

    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 104,197 shares
    Change vs previous 13F +3,566 shares

    <0.01% of the 13F portfolio, value $1,999,588.

    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 100,631 shares
    Change vs previous 13F +30,077 shares

    <0.01% of the 13F portfolio, value $955,557.

    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 70,554 shares
    Change vs previous 13F -7,806 shares

    <0.01% of the 13F portfolio, value $422,620.

    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 78,360 shares
    Change vs previous 13F -952 shares

    <0.01% of the 13F portfolio, value $435,680.

    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 79,312 shares
    Change vs previous 13F -6,784 shares

    <0.01% of the 13F portfolio, value $389,418.

    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 86,096 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $574,258.

    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).