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OSAIC HOLDINGS, INC.: IBTI position timeline

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

OSAIC HOLDINGS, INC. held 391,165 IBTI 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 391,165 shares
    Change vs previous 13F +6,128 shares

    0.01% of the 13F portfolio, value $8,664,346.

    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 385,037 shares
    Change vs previous 13F +36,530 shares

    0.01% of the 13F portfolio, value $8,583,040.

    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 348,507 shares
    Change vs previous 13F +39,845 shares

    0.01% of the 13F portfolio, value $7,800,138.

    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 308,662 shares
    Change vs previous 13F +34,462 shares

    0.01% of the 13F portfolio, value $6,920,149.

    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 274,200 shares
    Change vs previous 13F +21,931 shares

    0.01% of the 13F portfolio, value $6,134,788.

    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 252,269 shares
    Change vs previous 13F +119,893 shares

    0.01% of the 13F portfolio, value $5,616,089.

    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 132,376 shares
    Change vs previous 13F +47,040 shares

    0.01% of the 13F portfolio, value $2,899,422.

    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 85,336 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,920,740.

    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).