Skip to content
Disclosery

OSAIC HOLDINGS, INC.: HLNE position timeline

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

OSAIC HOLDINGS, INC. held 5,653 HLNE 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 5,653 shares
    Change vs previous 13F +539 shares

    <0.01% of the 13F portfolio, value $445,705.

    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 5,114 shares
    Change vs previous 13F +163 shares

    <0.01% of the 13F portfolio, value $508,566.

    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 4,951 shares
    Change vs previous 13F -7,417 shares

    <0.01% of the 13F portfolio, value $665,428.

    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 12,368 shares
    Change vs previous 13F +6,586 shares

    <0.01% of the 13F portfolio, value $1,822,767.

    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 5,782 shares
    Change vs previous 13F +5,141 shares

    <0.01% of the 13F portfolio, value $824,901.

    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 641 shares
    Change vs previous 13F -690 shares

    <0.01% of the 13F portfolio, value $95,594.

    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 1,331 shares
    Change vs previous 13F -1,940 shares

    <0.01% of the 13F portfolio, value $197,378.

    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 3,271 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $551,178.

    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).