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OSAIC HOLDINGS, INC.: IBUF position timeline

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

OSAIC HOLDINGS, INC. held 192,800 IBUF 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 192,800 shares
    Change vs previous 13F -29,002 shares

    0.01% of the 13F portfolio, value $6,069,336.

    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 221,802 shares
    Change vs previous 13F +59,522 shares

    0.01% of the 13F portfolio, value $6,547,474.

    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 162,280 shares
    Change vs previous 13F +14,167 shares

    0.01% of the 13F portfolio, value $4,743,440.

    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 148,113 shares
    Change vs previous 13F +147,602 shares

    0.01% of the 13F portfolio, value $4,219,739.

    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 511 shares
    Change vs previous 13F +376 shares

    <0.01% of the 13F portfolio, value $14,180.

    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 135 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,580.

    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).