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OSAIC HOLDINGS, INC.: INCM position timeline

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

OSAIC HOLDINGS, INC. held 639,048 INCM 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 639,048 shares
    Change vs previous 13F +58,825 shares

    0.02% of the 13F portfolio, value $18,443,305.

    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 580,223 shares
    Change vs previous 13F +21,579 shares

    0.02% of the 13F portfolio, value $16,682,266.

    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 558,644 shares
    Change vs previous 13F -47,815 shares

    0.02% of the 13F portfolio, value $15,664,960.

    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 606,459 shares
    Change vs previous 13F +85,955 shares

    0.02% of the 13F portfolio, value $16,774,746.

    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 520,504 shares
    Change vs previous 13F +270,461 shares

    0.03% of the 13F portfolio, value $14,080,674.

    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 250,043 shares
    Change vs previous 13F +74,631 shares

    0.01% of the 13F portfolio, value $6,659,466.

    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 175,412 shares
    Change vs previous 13F +60,944 shares

    0.01% of the 13F portfolio, value $4,578,956.

    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 114,468 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,111,752.

    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).