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OSAIC HOLDINGS, INC.: IBDS position timeline

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

OSAIC HOLDINGS, INC. held 201,638 IBDS 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 201,638 shares
    Change vs previous 13F +31,190 shares

    0.01% of the 13F portfolio, value $4,883,853.

    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 170,448 shares
    Change vs previous 13F -2,134 shares

    0.01% of the 13F portfolio, value $4,131,826.

    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 172,582 shares
    Change vs previous 13F -31,957 shares

    0.01% of the 13F portfolio, value $4,190,507.

    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 204,539 shares
    Change vs previous 13F +11,722 shares

    0.01% of the 13F portfolio, value $4,977,588.

    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 192,817 shares
    Change vs previous 13F +6,860 shares

    0.01% of the 13F portfolio, value $4,680,481.

    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 185,957 shares
    Change vs previous 13F -29,602 shares

    0.01% of the 13F portfolio, value $4,497,420.

    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 215,559 shares
    Change vs previous 13F +24,622 shares

    0.01% of the 13F portfolio, value $5,165,610.

    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 190,937 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,653,973.

    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).