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OSAIC HOLDINGS, INC.: IONS position timeline

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

OSAIC HOLDINGS, INC. held 14,800 IONS 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 14,800 shares
    Change vs previous 13F +6,090 shares

    <0.01% of the 13F portfolio, value $1,173,446.

    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 8,710 shares
    Change vs previous 13F -2,936 shares

    <0.01% of the 13F portfolio, value $654,023.

    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 11,646 shares
    Change vs previous 13F +1,479 shares

    <0.01% of the 13F portfolio, value $921,296.

    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 10,167 shares
    Change vs previous 13F +4,871 shares

    <0.01% of the 13F portfolio, value $618,020.

    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 5,296 shares
    Change vs previous 13F +2,923 shares

    <0.01% of the 13F portfolio, value $208,792.

    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 2,373 shares
    Change vs previous 13F -1,613 shares

    <0.01% of the 13F portfolio, value $71,577.

    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 3,986 shares
    Change vs previous 13F -12,386 shares

    <0.01% of the 13F portfolio, value $99,035.

    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 16,372 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $655,724.

    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).