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OSAIC HOLDINGS, INC.: HRTG position timeline

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

OSAIC HOLDINGS, INC. held 19,175 HRTG 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 19,175 shares
    Change vs previous 13F -31,142 shares

    <0.01% of the 13F portfolio, value $500,077.

    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 50,317 shares
    Change vs previous 13F +12,110 shares

    <0.01% of the 13F portfolio, value $1,320,770.

    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 38,207 shares
    Change vs previous 13F -7,151 shares

    <0.01% of the 13F portfolio, value $1,117,871.

    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 45,358 shares
    Change vs previous 13F +18,421 shares

    <0.01% of the 13F portfolio, value $1,076,616.

    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 26,937 shares
    Change vs previous 13F +14,725 shares

    <0.01% of the 13F portfolio, value $671,731.

    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 12,212 shares
    Change vs previous 13F +1,068 shares

    <0.01% of the 13F portfolio, value $176,094.

    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 11,144 shares
    Change vs previous 13F -6,481 shares

    <0.01% of the 13F portfolio, value $134,840.

    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 17,625 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $215,728.

    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).