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OSAIC HOLDINGS, INC.: IBHH position timeline

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

OSAIC HOLDINGS, INC. held 47,608 IBHH 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 47,608 shares
    Change vs previous 13F +21,122 shares

    <0.01% of the 13F portfolio, value $1,118,954.

    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 26,486 shares
    Change vs previous 13F -1,594 shares

    <0.01% of the 13F portfolio, value $621,725.

    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 28,080 shares
    Change vs previous 13F +13,059 shares

    <0.01% of the 13F portfolio, value $665,024.

    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 15,021 shares
    Change vs previous 13F +4,973 shares

    <0.01% of the 13F portfolio, value $358,015.

    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 10,048 shares
    Change vs previous 13F -6,480 shares

    <0.01% of the 13F portfolio, value $238,531.

    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 16,528 shares
    Change vs previous 13F -7,126 shares

    <0.01% of the 13F portfolio, value $386,337.

    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 23,654 shares
    Change vs previous 13F +9,634 shares

    <0.01% of the 13F portfolio, value $552,811.

    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 14,020 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $333,698.

    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).