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OSAIC HOLDINGS, INC.: IGV position timeline

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

OSAIC HOLDINGS, INC. held 552,079 IGV 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 552,079 shares
    Change vs previous 13F +344,366 shares

    0.06% of the 13F portfolio, value $50,018,346.

    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 207,713 shares
    Change vs previous 13F -93,758 shares

    0.02% of the 13F portfolio, value $16,626,592.

    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 301,471 shares
    Change vs previous 13F -42,993 shares

    0.05% of the 13F portfolio, value $31,862,260.

    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 344,464 shares
    Change vs previous 13F -20,053 shares

    0.05% of the 13F portfolio, value $38,319,000.

    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 364,517 shares
    Change vs previous 13F +14,227 shares

    0.07% of the 13F portfolio, value $39,415,975.

    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 350,290 shares
    Change vs previous 13F -7,279 shares

    0.07% of the 13F portfolio, value $31,172,060.

    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 357,569 shares
    Change vs previous 13F +21,090 shares

    0.08% of the 13F portfolio, value $35,799,970.

    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 336,479 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $30,070,915.

    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).