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OSAIC HOLDINGS, INC.: IQDG position timeline

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

OSAIC HOLDINGS, INC. held 14,748 IQDG 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 14,748 shares
    Change vs previous 13F -504 shares

    <0.01% of the 13F portfolio, value $635,553.

    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 15,252 shares
    Change vs previous 13F -751 shares

    <0.01% of the 13F portfolio, value $612,400.

    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 16,003 shares
    Change vs previous 13F -1,013 shares

    <0.01% of the 13F portfolio, value $663,958.

    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 17,016 shares
    Change vs previous 13F -4,343 shares

    <0.01% of the 13F portfolio, value $663,848.

    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 21,359 shares
    Change vs previous 13F -9,866 shares

    <0.01% of the 13F portfolio, value $846,856.

    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 31,225 shares
    Change vs previous 13F -4,068 shares

    <0.01% of the 13F portfolio, value $1,114,718.

    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 35,293 shares
    Change vs previous 13F -26,457 shares

    <0.01% of the 13F portfolio, value $1,208,020.

    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 61,750 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,419,054.

    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).