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OSAIC HOLDINGS, INC.: IAK position timeline

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

OSAIC HOLDINGS, INC. held 13,223 IAK 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 13,223 shares
    Change vs previous 13F +2,582 shares

    <0.01% of the 13F portfolio, value $1,858,809.

    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 10,641 shares
    Change vs previous 13F -9,897 shares

    <0.01% of the 13F portfolio, value $1,365,244.

    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 20,538 shares
    Change vs previous 13F -92,925 shares

    <0.01% of the 13F portfolio, value $2,796,452.

    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 113,463 shares
    Change vs previous 13F -15,775 shares

    0.02% of the 13F portfolio, value $15,068,460.

    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 129,238 shares
    Change vs previous 13F +47,763 shares

    0.03% of the 13F portfolio, value $17,377,372.

    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 81,475 shares
    Change vs previous 13F -31,982 shares

    0.03% of the 13F portfolio, value $11,228,224.

    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 113,457 shares
    Change vs previous 13F -38,528 shares

    0.03% of the 13F portfolio, value $14,348,729.

    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 151,985 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $19,613,750.

    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).