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OSAIC HOLDINGS, INC.: HLI position timeline

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

OSAIC HOLDINGS, INC. held 2,095 HLI 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 2,095 shares
    Change vs previous 13F -24,456 shares

    <0.01% of the 13F portfolio, value $281,197.

    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 26,551 shares
    Change vs previous 13F -6,482 shares

    0.01% of the 13F portfolio, value $3,813,316.

    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 33,033 shares
    Change vs previous 13F -17,553 shares

    0.01% of the 13F portfolio, value $5,754,215.

    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 50,586 shares
    Change vs previous 13F +40,328 shares

    0.01% of the 13F portfolio, value $10,333,428.

    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 10,258 shares
    Change vs previous 13F +1,296 shares

    <0.01% of the 13F portfolio, value $1,837,970.

    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 8,962 shares
    Change vs previous 13F -336 shares

    <0.01% of the 13F portfolio, value $1,447,450.

    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 9,298 shares
    Change vs previous 13F +2,486 shares

    <0.01% of the 13F portfolio, value $1,614,782.

    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 6,812 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,076,629.

    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).