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OSAIC HOLDINGS, INC.: IBKR position timeline

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

OSAIC HOLDINGS, INC. held 436,492 IBKR 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 436,492 shares
    Change vs previous 13F +220,582 shares

    0.04% of the 13F portfolio, value $37,993,913.

    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 215,910 shares
    Change vs previous 13F +139,751 shares

    0.02% of the 13F portfolio, value $14,482,186.

    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 76,159 shares
    Change vs previous 13F +513 shares

    0.01% of the 13F portfolio, value $4,898,820.

    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 75,646 shares
    Change vs previous 13F +18,629 shares

    0.01% of the 13F portfolio, value $4,926,394.

    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 57,017 shares
    Change vs previous 13F +43,353 shares

    0.01% of the 13F portfolio, value $3,160,614.

    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 13,664 shares
    Change vs previous 13F +3,043 shares

    0.01% of the 13F portfolio, value $2,262,690.

    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 10,621 shares
    Change vs previous 13F +3,255 shares

    <0.01% of the 13F portfolio, value $1,876,595.

    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 7,366 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,026,582.

    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).