Skip to content
Disclosery

OSAIC HOLDINGS, INC.: IBIE position timeline

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

OSAIC HOLDINGS, INC. held 106,845 IBIE 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 106,845 shares
    Change vs previous 13F +63,905 shares

    <0.01% of the 13F portfolio, value $2,809,921.

    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 42,940 shares
    Change vs previous 13F +10,177 shares

    <0.01% of the 13F portfolio, value $1,126,741.

    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 32,763 shares
    Change vs previous 13F +18,183 shares

    <0.01% of the 13F portfolio, value $851,102.

    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 14,580 shares
    Change vs previous 13F +12,843 shares

    <0.01% of the 13F portfolio, value $385,716.

    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 1,737 shares
    Change vs previous 13F +1,112 shares

    <0.01% of the 13F portfolio, value $45,678.

    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 625 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,412.

    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).