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OSAIC HOLDINGS, INC.: IBHF position timeline

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

OSAIC HOLDINGS, INC. held 111,989 IBHF 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 111,989 shares
    Change vs previous 13F +22,526 shares

    <0.01% of the 13F portfolio, value $2,536,919.

    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 89,463 shares
    Change vs previous 13F -40,774 shares

    <0.01% of the 13F portfolio, value $2,053,312.

    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 130,237 shares
    Change vs previous 13F -33,702 shares

    <0.01% of the 13F portfolio, value $3,006,213.

    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 163,939 shares
    Change vs previous 13F -45,411 shares

    0.01% of the 13F portfolio, value $3,836,193.

    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 209,350 shares
    Change vs previous 13F +2,973 shares

    0.01% of the 13F portfolio, value $4,864,216.

    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 206,377 shares
    Change vs previous 13F +24,537 shares

    0.01% of the 13F portfolio, value $4,793,368.

    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 181,840 shares
    Change vs previous 13F +55,904 shares

    0.01% of the 13F portfolio, value $4,210,716.

    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 125,936 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,949,187.

    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).