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Disclosery

OSAIC HOLDINGS, INC.: IBDW position timeline

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

OSAIC HOLDINGS, INC. held 268,177 IBDW 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 268,177 shares
    Change vs previous 13F +5,542 shares

    0.01% of the 13F portfolio, value $5,588,922.

    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 262,635 shares
    Change vs previous 13F +39,836 shares

    0.01% of the 13F portfolio, value $5,496,985.

    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 222,799 shares
    Change vs previous 13F +91,398 shares

    0.01% of the 13F portfolio, value $4,712,242.

    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 131,401 shares
    Change vs previous 13F +108,373 shares

    <0.01% of the 13F portfolio, value $2,782,127.

    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 23,028 shares
    Change vs previous 13F -12,972 shares

    <0.01% of the 13F portfolio, value $484,614.

    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 36,000 shares
    Change vs previous 13F -42,791 shares

    <0.01% of the 13F portfolio, value $747,100.

    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 78,791 shares
    Change vs previous 13F +10,042 shares

    <0.01% of the 13F portfolio, value $1,603,390.

    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 68,749 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,458,842.

    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).