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OSAIC HOLDINGS, INC.: IBDU position timeline

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

OSAIC HOLDINGS, INC. held 211,817 IBDU 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 211,817 shares
    Change vs previous 13F +34,305 shares

    0.01% of the 13F portfolio, value $4,905,805.

    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 177,512 shares
    Change vs previous 13F +687 shares

    0.01% of the 13F portfolio, value $4,129,010.

    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 176,825 shares
    Change vs previous 13F +62,885 shares

    0.01% of the 13F portfolio, value $4,139,317.

    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 113,940 shares
    Change vs previous 13F +44,644 shares

    <0.01% of the 13F portfolio, value $2,674,305.

    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 69,296 shares
    Change vs previous 13F +4,705 shares

    <0.01% of the 13F portfolio, value $1,616,825.

    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 64,591 shares
    Change vs previous 13F -39,081 shares

    <0.01% of the 13F portfolio, value $1,494,160.

    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 103,672 shares
    Change vs previous 13F +11,373 shares

    0.01% of the 13F portfolio, value $2,363,746.

    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 92,299 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,169,961.

    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).