Skip to content
Disclosery

OSAIC HOLDINGS, INC.: IBDT position timeline

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

OSAIC HOLDINGS, INC. held 227,792 IBDT 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 227,792 shares
    Change vs previous 13F +34,950 shares

    0.01% of the 13F portfolio, value $5,751,937.

    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 192,842 shares
    Change vs previous 13F +612 shares

    0.01% of the 13F portfolio, value $4,884,859.

    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 192,230 shares
    Change vs previous 13F +50,372 shares

    0.01% of the 13F portfolio, value $4,893,998.

    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 141,858 shares
    Change vs previous 13F +67,067 shares

    0.01% of the 13F portfolio, value $3,619,499.

    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 74,791 shares
    Change vs previous 13F +7,208 shares

    <0.01% of the 13F portfolio, value $1,901,429.

    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 67,583 shares
    Change vs previous 13F -36,570 shares

    <0.01% of the 13F portfolio, value $1,707,393.

    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 104,153 shares
    Change vs previous 13F -11,537 shares

    0.01% of the 13F portfolio, value $2,593,489.

    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 115,690 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,953,657.

    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).