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OSAIC HOLDINGS, INC.: HTRB position timeline

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

OSAIC HOLDINGS, INC. held 454,329 HTRB 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 454,329 shares
    Change vs previous 13F +76,174 shares

    0.02% of the 13F portfolio, value $15,328,745.

    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 378,155 shares
    Change vs previous 13F +117,997 shares

    0.02% of the 13F portfolio, value $12,758,790.

    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 260,158 shares
    Change vs previous 13F +94,712 shares

    0.01% of the 13F portfolio, value $8,884,340.

    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 165,446 shares
    Change vs previous 13F +75,504 shares

    0.01% of the 13F portfolio, value $5,634,263.

    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 89,942 shares
    Change vs previous 13F +54,364 shares

    0.01% of the 13F portfolio, value $3,046,359.

    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 35,578 shares
    Change vs previous 13F +24,654 shares

    <0.01% of the 13F portfolio, value $1,204,711.

    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 10,924 shares
    Change vs previous 13F +2,729 shares

    <0.01% of the 13F portfolio, value $364,170.

    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 8,195 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $286,513.

    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).