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Disclosery

OSAIC HOLDINGS, INC.: HR position timeline

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

OSAIC HOLDINGS, INC. held 78,283 HR 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 78,283 shares
    Change vs previous 13F +5,727 shares

    <0.01% of the 13F portfolio, value $1,579,297.

    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 72,556 shares
    Change vs previous 13F +679 shares

    <0.01% of the 13F portfolio, value $1,232,894.

    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 71,877 shares
    Change vs previous 13F -3,130 shares

    <0.01% of the 13F portfolio, value $1,218,492.

    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 75,007 shares
    Change vs previous 13F +6,113 shares

    <0.01% of the 13F portfolio, value $1,317,381.

    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 68,894 shares
    Change vs previous 13F +4,006 shares

    <0.01% of the 13F portfolio, value $1,093,889.

    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 64,888 shares
    Change vs previous 13F -21,261 shares

    <0.01% of the 13F portfolio, value $1,096,757.

    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 86,149 shares
    Change vs previous 13F -5,719 shares

    <0.01% of the 13F portfolio, value $1,460,364.

    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 91,868 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,667,496.

    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).