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OSAIC HOLDINGS, INC.: IEF position timeline

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

OSAIC HOLDINGS, INC. held 386,100 IEF 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 386,100 shares
    Change vs previous 13F -36,395 shares

    0.04% of the 13F portfolio, value $36,524,088.

    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 422,495 shares
    Change vs previous 13F -395,136 shares

    0.06% of the 13F portfolio, value $40,331,404.

    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 817,631 shares
    Change vs previous 13F +215,316 shares

    0.11% of the 13F portfolio, value $78,631,453.

    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 602,315 shares
    Change vs previous 13F +200,073 shares

    0.08% of the 13F portfolio, value $58,012,430.

    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 402,242 shares
    Change vs previous 13F +60,220 shares

    0.07% of the 13F portfolio, value $38,516,722.

    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 342,022 shares
    Change vs previous 13F +41,289 shares

    0.07% of the 13F portfolio, value $32,622,702.

    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 300,733 shares
    Change vs previous 13F -61,620 shares

    0.06% of the 13F portfolio, value $27,805,017.

    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 362,353 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $35,555,615.

    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).