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OSAIC HOLDINGS, INC.: IBDV position timeline

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

OSAIC HOLDINGS, INC. held 179,334 IBDV 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 179,334 shares
    Change vs previous 13F +6,384 shares

    <0.01% of the 13F portfolio, value $3,909,660.

    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 172,950 shares
    Change vs previous 13F +22,524 shares

    0.01% of the 13F portfolio, value $3,786,039.

    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 150,426 shares
    Change vs previous 13F +85,541 shares

    <0.01% of the 13F portfolio, value $3,319,985.

    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 64,885 shares
    Change vs previous 13F +14,272 shares

    <0.01% of the 13F portfolio, value $1,435,722.

    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 50,613 shares
    Change vs previous 13F -27,481 shares

    <0.01% of the 13F portfolio, value $1,112,608.

    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 78,094 shares
    Change vs previous 13F -15,671 shares

    <0.01% of the 13F portfolio, value $1,696,393.

    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 93,765 shares
    Change vs previous 13F +24,431 shares

    <0.01% of the 13F portfolio, value $2,002,853.

    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 69,334 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,537,134.

    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).