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OSAIC HOLDINGS, INC.: IDLV position timeline

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

OSAIC HOLDINGS, INC. held 24,432 IDLV 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 24,432 shares
    Change vs previous 13F +2,047 shares

    <0.01% of the 13F portfolio, value $842,829.

    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 22,385 shares
    Change vs previous 13F -6,369 shares

    <0.01% of the 13F portfolio, value $771,238.

    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 28,754 shares
    Change vs previous 13F -20,062 shares

    <0.01% of the 13F portfolio, value $974,842.

    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 48,816 shares
    Change vs previous 13F +36,403 shares

    <0.01% of the 13F portfolio, value $1,638,381.

    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 12,413 shares
    Change vs previous 13F +3,465 shares

    <0.01% of the 13F portfolio, value $411,246.

    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 8,948 shares
    Change vs previous 13F +427 shares

    <0.01% of the 13F portfolio, value $271,323.

    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 8,521 shares
    Change vs previous 13F -414 shares

    <0.01% of the 13F portfolio, value $237,154.

    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 8,935 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $271,803.

    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).