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OSAIC HOLDINGS, INC.: HYI position timeline

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

OSAIC HOLDINGS, INC. held 17,881 HYI 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 17,881 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $190,073.

    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 17,881 shares
    Change vs previous 13F -4,729 shares

    <0.01% of the 13F portfolio, value $190,968.

    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 22,610 shares
    Change vs previous 13F -4,659 shares

    <0.01% of the 13F portfolio, value $252,331.

    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 27,269 shares
    Change vs previous 13F +6,477 shares

    <0.01% of the 13F portfolio, value $319,488.

    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 20,792 shares
    Change vs previous 13F +8,189 shares

    <0.01% of the 13F portfolio, value $249,091.

    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 12,603 shares
    Change vs previous 13F -19,649 shares

    <0.01% of the 13F portfolio, value $149,220.

    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 32,252 shares
    Change vs previous 13F +139 shares

    <0.01% of the 13F portfolio, value $381,213.

    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 32,113 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $397,557.

    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).