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OSAIC HOLDINGS, INC.: IBD position timeline

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

OSAIC HOLDINGS, INC. held 126,122 IBD 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 126,122 shares
    Change vs previous 13F +33,701 shares

    <0.01% of the 13F portfolio, value $2,998,525.

    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 92,421 shares
    Change vs previous 13F -20,317 shares

    <0.01% of the 13F portfolio, value $2,205,570.

    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 112,738 shares
    Change vs previous 13F +14,254 shares

    <0.01% of the 13F portfolio, value $2,728,934.

    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 98,484 shares
    Change vs previous 13F +901 shares

    <0.01% of the 13F portfolio, value $2,377,655.

    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 97,583 shares
    Change vs previous 13F +8,010 shares

    <0.01% of the 13F portfolio, value $2,343,334.

    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 89,573 shares
    Change vs previous 13F +25,615 shares

    <0.01% of the 13F portfolio, value $2,127,577.

    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 63,958 shares
    Change vs previous 13F +14,348 shares

    <0.01% of the 13F portfolio, value $1,499,159.

    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 49,610 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,194,575.

    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).