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OSAIC HOLDINGS, INC.: IQDF position timeline

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

OSAIC HOLDINGS, INC. held 231,030 IQDF 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 231,030 shares
    Change vs previous 13F +23,513 shares

    0.01% of the 13F portfolio, value $7,984,280.

    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 207,517 shares
    Change vs previous 13F +192,207 shares

    0.01% of the 13F portfolio, value $6,571,948.

    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 15,310 shares
    Change vs previous 13F -132 shares

    <0.01% of the 13F portfolio, value $465,450.

    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 15,442 shares
    Change vs previous 13F +339 shares

    <0.01% of the 13F portfolio, value $438,807.

    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 15,103 shares
    Change vs previous 13F +1,582 shares

    <0.01% of the 13F portfolio, value $409,318.

    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 13,521 shares
    Change vs previous 13F -13,074 shares

    <0.01% of the 13F portfolio, value $337,111.

    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 26,595 shares
    Change vs previous 13F -1,095 shares

    <0.01% of the 13F portfolio, value $618,859.

    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 27,690 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $727,962.

    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).