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OSAIC HOLDINGS, INC.: IDV position timeline

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

OSAIC HOLDINGS, INC. held 721,547 IDV 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 721,547 shares
    Change vs previous 13F +95,727 shares

    0.04% of the 13F portfolio, value $29,897,784.

    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 625,820 shares
    Change vs previous 13F +49,296 shares

    0.04% of the 13F portfolio, value $26,638,546.

    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 576,524 shares
    Change vs previous 13F -101,978 shares

    0.03% of the 13F portfolio, value $22,747,619.

    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 678,502 shares
    Change vs previous 13F +7,589 shares

    0.03% of the 13F portfolio, value $24,802,146.

    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 670,913 shares
    Change vs previous 13F +119,728 shares

    0.04% of the 13F portfolio, value $22,869,893.

    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 551,185 shares
    Change vs previous 13F +59,321 shares

    0.04% of the 13F portfolio, value $17,101,190.

    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 491,864 shares
    Change vs previous 13F +46,251 shares

    0.03% of the 13F portfolio, value $12,678,086.

    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 445,613 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $13,474,885.

    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).