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OSAIC HOLDINGS, INC.: IBMR position timeline

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

OSAIC HOLDINGS, INC. held 44,807 IBMR 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 44,807 shares
    Change vs previous 13F +3,285 shares

    <0.01% of the 13F portfolio, value $1,137,660.

    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 41,522 shares
    Change vs previous 13F +3,033 shares

    <0.01% of the 13F portfolio, value $1,052,599.

    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 38,489 shares
    Change vs previous 13F +4,455 shares

    <0.01% of the 13F portfolio, value $978,772.

    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 34,034 shares
    Change vs previous 13F +116 shares

    <0.01% of the 13F portfolio, value $867,717.

    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 33,918 shares
    Change vs previous 13F -12,750 shares

    <0.01% of the 13F portfolio, value $855,750.

    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 46,668 shares
    Change vs previous 13F -7,735 shares

    <0.01% of the 13F portfolio, value $1,168,565.

    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 54,403 shares
    Change vs previous 13F +17,260 shares

    <0.01% of the 13F portfolio, value $1,358,985.

    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 37,143 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $946,772.

    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).