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OSAIC HOLDINGS, INC.: IBM position timeline

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

OSAIC HOLDINGS, INC. held 502,197 IBM 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 502,197 shares
    Change vs previous 13F +82,302 shares

    0.16% of the 13F portfolio, value $140,306,988.

    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 419,895 shares
    Change vs previous 13F -1,229 shares

    0.15% of the 13F portfolio, value $100,963,964.

    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 421,124 shares
    Change vs previous 13F -44,879 shares

    0.18% of the 13F portfolio, value $123,776,639.

    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 466,003 shares
    Change vs previous 13F +56,325 shares

    0.17% of the 13F portfolio, value $122,102,885.

    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 409,678 shares
    Change vs previous 13F +8,358 shares

    0.21% of the 13F portfolio, value $119,902,839.

    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 401,320 shares
    Change vs previous 13F +29,030 shares

    0.22% of the 13F portfolio, value $99,863,967.

    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 372,290 shares
    Change vs previous 13F +10,704 shares

    0.18% of the 13F portfolio, value $78,022,878.

    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 361,586 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $79,984,684.

    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).