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Disclosery

OSAIC HOLDINGS, INC.: IP position timeline

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

OSAIC HOLDINGS, INC. held 225,164 IP 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 225,164 shares
    Change vs previous 13F +51,612 shares

    0.01% of the 13F portfolio, value $8,579,050.

    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 173,552 shares
    Change vs previous 13F +69,674 shares

    0.01% of the 13F portfolio, value $6,196,074.

    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 103,878 shares
    Change vs previous 13F -116,080 shares

    0.01% of the 13F portfolio, value $4,092,138.

    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 219,958 shares
    Change vs previous 13F -23,641 shares

    0.01% of the 13F portfolio, value $10,668,822.

    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 243,599 shares
    Change vs previous 13F +85,672 shares

    0.02% of the 13F portfolio, value $11,947,939.

    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 157,927 shares
    Change vs previous 13F +3,017 shares

    0.02% of the 13F portfolio, value $8,426,002.

    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 154,910 shares
    Change vs previous 13F +39,771 shares

    0.02% of the 13F portfolio, value $8,338,023.

    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 115,139 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,625,096.

    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).