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OSAIC HOLDINGS, INC.: IBLC position timeline

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

OSAIC HOLDINGS, INC. held 31,482 IBLC 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 31,482 shares
    Change vs previous 13F +9,022 shares

    <0.01% of the 13F portfolio, value $1,515,640.

    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 22,460 shares
    Change vs previous 13F -10,420 shares

    <0.01% of the 13F portfolio, value $820,740.

    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 32,880 shares
    Change vs previous 13F +352 shares

    <0.01% of the 13F portfolio, value $1,345,475.

    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 32,528 shares
    Change vs previous 13F -1,488 shares

    <0.01% of the 13F portfolio, value $1,799,892.

    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 34,016 shares
    Change vs previous 13F +13,232 shares

    <0.01% of the 13F portfolio, value $1,335,952.

    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 20,784 shares
    Change vs previous 13F -10,653 shares

    <0.01% of the 13F portfolio, value $513,146.

    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 31,437 shares
    Change vs previous 13F -1,074 shares

    <0.01% of the 13F portfolio, value $1,074,817.

    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 32,511 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $960,166.

    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).