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OSAIC HOLDINGS, INC.: IEV position timeline

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

OSAIC HOLDINGS, INC. held 28,272 IEV 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 28,272 shares
    Change vs previous 13F +2,698 shares

    <0.01% of the 13F portfolio, value $2,059,878.

    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 25,574 shares
    Change vs previous 13F -7,317 shares

    <0.01% of the 13F portfolio, value $1,737,650.

    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 32,891 shares
    Change vs previous 13F -352 shares

    <0.01% of the 13F portfolio, value $2,256,489.

    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 33,243 shares
    Change vs previous 13F +3,899 shares

    <0.01% of the 13F portfolio, value $2,153,553.

    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 29,344 shares
    Change vs previous 13F -1,594 shares

    <0.01% of the 13F portfolio, value $1,855,986.

    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 30,938 shares
    Change vs previous 13F +20,252 shares

    <0.01% of the 13F portfolio, value $1,800,600.

    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 10,686 shares
    Change vs previous 13F +980 shares

    <0.01% of the 13F portfolio, value $556,279.

    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 9,706 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $565,606.

    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).