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OSAIC HOLDINGS, INC.: IOVA position timeline

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

OSAIC HOLDINGS, INC. held 164,104 IOVA 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 164,104 shares
    Change vs previous 13F +57,005 shares

    <0.01% of the 13F portfolio, value $682,669.

    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 107,099 shares
    Change vs previous 13F +4,944 shares

    <0.01% of the 13F portfolio, value $375,911.

    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 102,155 shares
    Change vs previous 13F -4,249 shares

    <0.01% of the 13F portfolio, value $278,874.

    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 106,404 shares
    Change vs previous 13F +17,548 shares

    <0.01% of the 13F portfolio, value $236,597.

    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 88,856 shares
    Change vs previous 13F +45,877 shares

    <0.01% of the 13F portfolio, value $153,559.

    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 42,979 shares
    Change vs previous 13F -43,194 shares

    <0.01% of the 13F portfolio, value $143,115.

    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 86,173 shares
    Change vs previous 13F +49,529 shares

    <0.01% of the 13F portfolio, value $636,199.

    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 36,644 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $344,078.

    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).