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OSAIC HOLDINGS, INC.: IBMO position timeline

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

OSAIC HOLDINGS, INC. held 54,053 IBMO 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 54,053 shares
    Change vs previous 13F -6,363 shares

    <0.01% of the 13F portfolio, value $1,385,962.

    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 60,416 shares
    Change vs previous 13F -284 shares

    <0.01% of the 13F portfolio, value $1,548,528.

    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 60,700 shares
    Change vs previous 13F -38,250 shares

    <0.01% of the 13F portfolio, value $1,556,335.

    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 98,950 shares
    Change vs previous 13F -8,499 shares

    <0.01% of the 13F portfolio, value $2,539,789.

    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 107,449 shares
    Change vs previous 13F -7,152 shares

    <0.01% of the 13F portfolio, value $2,752,919.

    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 114,601 shares
    Change vs previous 13F -12,603 shares

    0.01% of the 13F portfolio, value $2,929,318.

    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 127,204 shares
    Change vs previous 13F -10,595 shares

    0.01% of the 13F portfolio, value $3,238,670.

    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 137,799 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,535,663.

    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).