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OSAIC HOLDINGS, INC.: IBND position timeline

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

OSAIC HOLDINGS, INC. held 34,919 IBND 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 34,919 shares
    Change vs previous 13F -11,267 shares

    <0.01% of the 13F portfolio, value $1,088,689.

    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 46,186 shares
    Change vs previous 13F +13,248 shares

    <0.01% of the 13F portfolio, value $1,435,354.

    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 32,938 shares
    Change vs previous 13F -3,471 shares

    <0.01% of the 13F portfolio, value $1,057,556.

    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 36,409 shares
    Change vs previous 13F +9,079 shares

    <0.01% of the 13F portfolio, value $1,173,004.

    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 27,330 shares
    Change vs previous 13F +10,787 shares

    <0.01% of the 13F portfolio, value $890,590.

    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 16,543 shares
    Change vs previous 13F +3,676 shares

    <0.01% of the 13F portfolio, value $487,851.

    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 12,867 shares
    Change vs previous 13F +2,678 shares

    <0.01% of the 13F portfolio, value $364,895.

    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 10,189 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $311,780.

    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).