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OSAIC HOLDINGS, INC.: IFV position timeline

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

OSAIC HOLDINGS, INC. held 37,808 IFV 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 37,808 shares
    Change vs previous 13F +2,048 shares

    <0.01% of the 13F portfolio, value $1,018,426.

    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 35,760 shares
    Change vs previous 13F -2,604 shares

    <0.01% of the 13F portfolio, value $903,825.

    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 38,364 shares
    Change vs previous 13F -1,756 shares

    <0.01% of the 13F portfolio, value $952,774.

    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 40,120 shares
    Change vs previous 13F +11,266 shares

    <0.01% of the 13F portfolio, value $966,543.

    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 28,854 shares
    Change vs previous 13F +1,564 shares

    <0.01% of the 13F portfolio, value $661,345.

    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 27,290 shares
    Change vs previous 13F -263 shares

    <0.01% of the 13F portfolio, value $545,845.

    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 27,553 shares
    Change vs previous 13F -306,491 shares

    <0.01% of the 13F portfolio, value $528,207.

    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 334,044 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,028,111.

    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).