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OSAIC HOLDINGS, INC.: IMVP position timeline

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

OSAIC HOLDINGS, INC. held 5,665 IMVP 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 5,665 shares
    Change vs previous 13F +259 shares

    <0.01% of the 13F portfolio, value $113,707.

    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 5,406 shares
    Change vs previous 13F -7,046 shares

    <0.01% of the 13F portfolio, value $110,980.

    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 12,452 shares
    Change vs previous 13F -4,116 shares

    <0.01% of the 13F portfolio, value $302,738.

    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 16,568 shares
    Change vs previous 13F -1,731 shares

    <0.01% of the 13F portfolio, value $415,601.

    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 18,299 shares
    Change vs previous 13F -936 shares

    <0.01% of the 13F portfolio, value $493,222.

    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 19,235 shares
    Change vs previous 13F -64,104 shares

    <0.01% of the 13F portfolio, value $481,219.

    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 83,339 shares
    Change vs previous 13F +5,287 shares

    <0.01% of the 13F portfolio, value $2,149,937.

    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 78,052 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,396,762.

    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).