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OSAIC HOLDINGS, INC.: IBN position timeline

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

OSAIC HOLDINGS, INC. held 61,429 IBN 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 61,429 shares
    Change vs previous 13F +6,768 shares

    <0.01% of the 13F portfolio, value $1,783,448.

    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 54,661 shares
    Change vs previous 13F +14,110 shares

    <0.01% of the 13F portfolio, value $1,415,861.

    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 40,551 shares
    Change vs previous 13F -25,119 shares

    <0.01% of the 13F portfolio, value $1,208,565.

    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 65,670 shares
    Change vs previous 13F +18,771 shares

    <0.01% of the 13F portfolio, value $1,988,119.

    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 46,899 shares
    Change vs previous 13F +30,769 shares

    <0.01% of the 13F portfolio, value $1,566,450.

    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 16,130 shares
    Change vs previous 13F -174 shares

    <0.01% of the 13F portfolio, value $508,431.

    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 16,304 shares
    Change vs previous 13F -3,289 shares

    <0.01% of the 13F portfolio, value $486,858.

    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 19,593 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $584,879.

    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).