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OSAIC HOLDINGS, INC.: IOO position timeline

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

OSAIC HOLDINGS, INC. held 260,139 IOO 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 260,139 shares
    Change vs previous 13F +52,059 shares

    0.04% of the 13F portfolio, value $35,543,101.

    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 208,080 shares
    Change vs previous 13F +9,156 shares

    0.04% of the 13F portfolio, value $25,177,713.

    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 198,924 shares
    Change vs previous 13F -1,115 shares

    0.04% of the 13F portfolio, value $25,205,020.

    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 200,039 shares
    Change vs previous 13F +36,372 shares

    0.03% of the 13F portfolio, value $23,451,496.

    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 163,667 shares
    Change vs previous 13F -25,137 shares

    0.03% of the 13F portfolio, value $17,627,293.

    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 188,804 shares
    Change vs previous 13F +16,802 shares

    0.04% of the 13F portfolio, value $18,182,824.

    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 172,002 shares
    Change vs previous 13F +15,377 shares

    0.04% of the 13F portfolio, value $17,334,008.

    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 156,625 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $15,534,766.

    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).