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OSAIC HOLDINGS, INC.: IBTH position timeline

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

OSAIC HOLDINGS, INC. held 639,970 IBTH 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 639,970 shares
    Change vs previous 13F +24,976 shares

    0.02% of the 13F portfolio, value $14,320,200.

    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 614,994 shares
    Change vs previous 13F +13,593 shares

    0.02% of the 13F portfolio, value $13,798,518.

    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 601,401 shares
    Change vs previous 13F +31,904 shares

    0.02% of the 13F portfolio, value $13,517,632.

    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 569,497 shares
    Change vs previous 13F +4,769 shares

    0.02% of the 13F portfolio, value $12,822,377.

    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 564,728 shares
    Change vs previous 13F +4,622 shares

    0.02% of the 13F portfolio, value $12,704,954.

    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 560,106 shares
    Change vs previous 13F +35,127 shares

    0.03% of the 13F portfolio, value $12,561,685.

    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 524,979 shares
    Change vs previous 13F +131,003 shares

    0.03% of the 13F portfolio, value $11,658,329.

    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 393,976 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,922,778.

    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).