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OSAIC HOLDINGS, INC.: IBDR position timeline

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

OSAIC HOLDINGS, INC. held 350,589 IBDR 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 350,589 shares
    Change vs previous 13F +49,321 shares

    0.01% of the 13F portfolio, value $8,494,998.

    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 301,268 shares
    Change vs previous 13F -28,798 shares

    0.01% of the 13F portfolio, value $7,302,902.

    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 330,066 shares
    Change vs previous 13F -38,964 shares

    0.01% of the 13F portfolio, value $7,997,697.

    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 369,030 shares
    Change vs previous 13F +58,949 shares

    0.01% of the 13F portfolio, value $8,957,559.

    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 310,081 shares
    Change vs previous 13F +3,402 shares

    0.01% of the 13F portfolio, value $7,520,367.

    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 306,679 shares
    Change vs previous 13F -3,390 shares

    0.02% of the 13F portfolio, value $7,425,661.

    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 310,069 shares
    Change vs previous 13F +10,616 shares

    0.02% of the 13F portfolio, value $7,464,199.

    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 299,453 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,277,582.

    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).