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OSAIC HOLDINGS, INC.: HWM position timeline

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

OSAIC HOLDINGS, INC. held 183,813 HWM 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 183,813 shares
    Change vs previous 13F +3,144 shares

    0.06% of the 13F portfolio, value $49,424,925.

    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 180,669 shares
    Change vs previous 13F -5,574 shares

    0.06% of the 13F portfolio, value $41,640,429.

    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 186,243 shares
    Change vs previous 13F -38,309 shares

    0.06% of the 13F portfolio, value $38,186,728.

    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 224,552 shares
    Change vs previous 13F +140,304 shares

    0.06% of the 13F portfolio, value $42,592,530.

    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 84,248 shares
    Change vs previous 13F +6,204 shares

    0.03% of the 13F portfolio, value $15,537,031.

    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 78,044 shares
    Change vs previous 13F +22,779 shares

    0.02% of the 13F portfolio, value $10,125,404.

    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 55,265 shares
    Change vs previous 13F -17,154 shares

    0.01% of the 13F portfolio, value $5,171,613.

    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 72,419 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,260,204.

    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).