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OSAIC HOLDINGS, INC.: IGM position timeline

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

OSAIC HOLDINGS, INC. held 243,168 IGM 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 243,168 shares
    Change vs previous 13F +25,643 shares

    0.05% of the 13F portfolio, value $39,783,584.

    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 217,525 shares
    Change vs previous 13F +7,017 shares

    0.04% of the 13F portfolio, value $25,782,358.

    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 210,508 shares
    Change vs previous 13F -22,266 shares

    0.04% of the 13F portfolio, value $27,192,461.

    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 232,774 shares
    Change vs previous 13F +46,199 shares

    0.04% of the 13F portfolio, value $28,776,058.

    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 186,575 shares
    Change vs previous 13F -49,907 shares

    0.04% of the 13F portfolio, value $20,939,366.

    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 236,482 shares
    Change vs previous 13F +85,483 shares

    0.05% of the 13F portfolio, value $21,444,782.

    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 150,999 shares
    Change vs previous 13F -16,107 shares

    0.03% of the 13F portfolio, value $15,418,794.

    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 167,106 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $16,035,349.

    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).