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OSAIC HOLDINGS, INC.: IOCT position timeline

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

OSAIC HOLDINGS, INC. held 126,716 IOCT 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 126,716 shares
    Change vs previous 13F +23,295 shares

    0.01% of the 13F portfolio, value $4,686,967.

    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 103,421 shares
    Change vs previous 13F -36,263 shares

    0.01% of the 13F portfolio, value $3,624,787.

    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 139,684 shares
    Change vs previous 13F -6,361 shares

    0.01% of the 13F portfolio, value $4,869,244.

    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 146,045 shares
    Change vs previous 13F -6,931 shares

    0.01% of the 13F portfolio, value $4,950,017.

    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 152,976 shares
    Change vs previous 13F +26,353 shares

    0.01% of the 13F portfolio, value $5,028,263.

    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 126,623 shares
    Change vs previous 13F +2,033 shares

    0.01% of the 13F portfolio, value $3,880,957.

    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 124,590 shares
    Change vs previous 13F +3,646 shares

    0.01% of the 13F portfolio, value $3,650,587.

    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 120,944 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,723,655.

    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).