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OSAIC HOLDINGS, INC.: IAT position timeline

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

OSAIC HOLDINGS, INC. held 49,343 IAT 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 49,343 shares
    Change vs previous 13F +432 shares

    <0.01% of the 13F portfolio, value $3,069,923.

    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 48,911 shares
    Change vs previous 13F -645 shares

    <0.01% of the 13F portfolio, value $2,633,548.

    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 49,556 shares
    Change vs previous 13F -153,892 shares

    <0.01% of the 13F portfolio, value $2,733,441.

    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 203,448 shares
    Change vs previous 13F -6,706 shares

    0.02% of the 13F portfolio, value $10,992,800.

    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 210,154 shares
    Change vs previous 13F -5,368 shares

    0.02% of the 13F portfolio, value $10,413,205.

    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 215,522 shares
    Change vs previous 13F +16,741 shares

    0.02% of the 13F portfolio, value $10,050,080.

    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 198,781 shares
    Change vs previous 13F +118,934 shares

    0.02% of the 13F portfolio, value $10,010,772.

    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 79,847 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,796,219.

    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).