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OSAIC HOLDINGS, INC.: IPO position timeline

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

OSAIC HOLDINGS, INC. held 10,082 IPO 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 10,082 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $599,127.

    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 10,074 shares
    Change vs previous 13F -2,362 shares

    <0.01% of the 13F portfolio, value $421,909.

    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 12,436 shares
    Change vs previous 13F -1,602 shares

    <0.01% of the 13F portfolio, value $567,733.

    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 14,038 shares
    Change vs previous 13F +1,490 shares

    <0.01% of the 13F portfolio, value $698,746.

    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 12,548 shares
    Change vs previous 13F +816 shares

    <0.01% of the 13F portfolio, value $563,937.

    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 11,732 shares
    Change vs previous 13F -15,696 shares

    <0.01% of the 13F portfolio, value $440,536.

    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 27,428 shares
    Change vs previous 13F +15,419 shares

    <0.01% of the 13F portfolio, value $1,195,019.

    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 12,009 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $514,938.

    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).