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OSAIC HOLDINGS, INC.: IBHG position timeline

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

OSAIC HOLDINGS, INC. held 55,611 IBHG 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 55,611 shares
    Change vs previous 13F +28,461 shares

    <0.01% of the 13F portfolio, value $1,228,032.

    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 27,150 shares
    Change vs previous 13F -670,808 shares

    <0.01% of the 13F portfolio, value $600,886.

    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 697,958 shares
    Change vs previous 13F -43,362 shares

    0.02% of the 13F portfolio, value $15,578,046.

    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 741,320 shares
    Change vs previous 13F -58,626 shares

    0.02% of the 13F portfolio, value $16,680,663.

    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 799,946 shares
    Change vs previous 13F +720,628 shares

    0.03% of the 13F portfolio, value $18,031,175.

    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 79,318 shares
    Change vs previous 13F +16,189 shares

    <0.01% of the 13F portfolio, value $1,771,966.

    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 63,129 shares
    Change vs previous 13F +29,237 shares

    <0.01% of the 13F portfolio, value $1,404,522.

    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 33,892 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $766,683.

    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).