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OSAIC HOLDINGS, INC.: IDU position timeline

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

OSAIC HOLDINGS, INC. held 86,376 IDU 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 86,376 shares
    Change vs previous 13F +13,511 shares

    0.01% of the 13F portfolio, value $9,907,678.

    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 72,865 shares
    Change vs previous 13F -18,586 shares

    0.01% of the 13F portfolio, value $8,467,666.

    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 91,451 shares
    Change vs previous 13F +357 shares

    0.01% of the 13F portfolio, value $9,918,617.

    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 91,094 shares
    Change vs previous 13F +3,153 shares

    0.01% of the 13F portfolio, value $9,946,061.

    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 87,941 shares
    Change vs previous 13F +36,800 shares

    0.02% of the 13F portfolio, value $9,202,054.

    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 51,141 shares
    Change vs previous 13F -12,323 shares

    0.01% of the 13F portfolio, value $5,189,476.

    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 63,464 shares
    Change vs previous 13F +8,479 shares

    0.01% of the 13F portfolio, value $6,108,143.

    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 54,985 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,611,846.

    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).