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OSAIC HOLDINGS, INC.: HTAB position timeline

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

OSAIC HOLDINGS, INC. held 163,103 HTAB 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 163,103 shares
    Change vs previous 13F +1,689 shares

    <0.01% of the 13F portfolio, value $3,128,574.

    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 161,414 shares
    Change vs previous 13F -4,165 shares

    <0.01% of the 13F portfolio, value $3,066,873.

    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 165,579 shares
    Change vs previous 13F -110,467 shares

    <0.01% of the 13F portfolio, value $3,170,846.

    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 276,046 shares
    Change vs previous 13F -32,726 shares

    0.01% of the 13F portfolio, value $5,207,998.

    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 308,772 shares
    Change vs previous 13F -21,743 shares

    0.01% of the 13F portfolio, value $5,777,111.

    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 330,515 shares
    Change vs previous 13F +153,478 shares

    0.01% of the 13F portfolio, value $6,335,994.

    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 177,037 shares
    Change vs previous 13F -126,617 shares

    0.01% of the 13F portfolio, value $3,427,387.

    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 303,654 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,015,324.

    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).