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OSAIC HOLDINGS, INC.: IMTM position timeline

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

OSAIC HOLDINGS, INC. held 235,122 IMTM 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 235,122 shares
    Change vs previous 13F +21,446 shares

    0.01% of the 13F portfolio, value $12,542,499.

    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 213,676 shares
    Change vs previous 13F +8,723 shares

    0.02% of the 13F portfolio, value $10,262,943.

    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 204,953 shares
    Change vs previous 13F +19,164 shares

    0.01% of the 13F portfolio, value $9,834,061.

    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 185,789 shares
    Change vs previous 13F +47,343 shares

    0.01% of the 13F portfolio, value $8,730,816.

    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 138,446 shares
    Change vs previous 13F +49,259 shares

    0.01% of the 13F portfolio, value $6,325,689.

    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 89,187 shares
    Change vs previous 13F +51,102 shares

    0.01% of the 13F portfolio, value $3,563,240.

    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 38,085 shares
    Change vs previous 13F +33,142 shares

    <0.01% of the 13F portfolio, value $1,424,430.

    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 4,943 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $199,612.

    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).