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Disclosery

OSAIC HOLDINGS, INC.: IDE position timeline

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

OSAIC HOLDINGS, INC. held 54,613 IDE 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 54,613 shares
    Change vs previous 13F +10,188 shares

    <0.01% of the 13F portfolio, value $755,877.

    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 44,425 shares
    Change vs previous 13F -4,653 shares

    <0.01% of the 13F portfolio, value $554,448.

    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 49,078 shares
    Change vs previous 13F -964 shares

    <0.01% of the 13F portfolio, value $603,681.

    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 50,042 shares
    Change vs previous 13F -618 shares

    <0.01% of the 13F portfolio, value $619,557.

    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 50,660 shares
    Change vs previous 13F +1,719 shares

    <0.01% of the 13F portfolio, value $592,240.

    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 48,941 shares
    Change vs previous 13F -343 shares

    <0.01% of the 13F portfolio, value $517,820.

    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 49,284 shares
    Change vs previous 13F -5,734 shares

    <0.01% of the 13F portfolio, value $500,262.

    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 55,018 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $625,053.

    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).