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OSAIC HOLDINGS, INC.: IBTG position timeline

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

OSAIC HOLDINGS, INC. held 711,891 IBTG 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 711,891 shares
    Change vs previous 13F -55,955 shares

    0.02% of the 13F portfolio, value $16,299,616.

    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 767,846 shares
    Change vs previous 13F -21,351 shares

    0.03% of the 13F portfolio, value $17,603,266.

    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 789,197 shares
    Change vs previous 13F +94,903 shares

    0.03% of the 13F portfolio, value $18,060,904.

    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 694,294 shares
    Change vs previous 13F +21,733 shares

    0.02% of the 13F portfolio, value $15,926,374.

    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 672,561 shares
    Change vs previous 13F -39,666 shares

    0.03% of the 13F portfolio, value $15,426,091.

    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 712,227 shares
    Change vs previous 13F +114,251 shares

    0.04% of the 13F portfolio, value $16,342,780.

    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 597,976 shares
    Change vs previous 13F +103,096 shares

    0.03% of the 13F portfolio, value $13,643,922.

    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 494,880 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,420,092.

    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).