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OSAIC HOLDINGS, INC.: IIM position timeline

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

OSAIC HOLDINGS, INC. held 100,280 IIM 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 100,280 shares
    Change vs previous 13F +4,821 shares

    <0.01% of the 13F portfolio, value $1,276,681.

    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 95,459 shares
    Change vs previous 13F -797 shares

    <0.01% of the 13F portfolio, value $1,160,862.

    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 96,256 shares
    Change vs previous 13F +9,694 shares

    <0.01% of the 13F portfolio, value $1,185,959.

    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 86,562 shares
    Change vs previous 13F +196 shares

    <0.01% of the 13F portfolio, value $1,049,400.

    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 86,366 shares
    Change vs previous 13F +8,729 shares

    <0.01% of the 13F portfolio, value $1,005,395.

    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 77,637 shares
    Change vs previous 13F +5,675 shares

    <0.01% of the 13F portfolio, value $929,402.

    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 71,962 shares
    Change vs previous 13F +7,108 shares

    <0.01% of the 13F portfolio, value $855,703.

    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 64,854 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $835,361.

    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).