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OSAIC HOLDINGS, INC.: IAI position timeline

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

OSAIC HOLDINGS, INC. held 127,703 IAI 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 127,703 shares
    Change vs previous 13F +21,949 shares

    0.03% of the 13F portfolio, value $22,403,181.

    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 105,754 shares
    Change vs previous 13F -8,070 shares

    0.03% of the 13F portfolio, value $17,362,792.

    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 113,824 shares
    Change vs previous 13F +6,670 shares

    0.03% of the 13F portfolio, value $20,418,458.

    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 107,154 shares
    Change vs previous 13F -102,723 shares

    0.03% of the 13F portfolio, value $18,720,536.

    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 209,877 shares
    Change vs previous 13F +117,582 shares

    0.06% of the 13F portfolio, value $32,362,305.

    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 92,295 shares
    Change vs previous 13F -5,988 shares

    0.03% of the 13F portfolio, value $12,932,512.

    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 98,283 shares
    Change vs previous 13F +63,809 shares

    0.03% of the 13F portfolio, value $14,162,811.

    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 34,474 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,432,582.

    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).