Skip to content
Disclosery

OSAIC HOLDINGS, INC.: IQLT position timeline

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

OSAIC HOLDINGS, INC. held 773,653 IQLT 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 773,653 shares
    Change vs previous 13F +12,114 shares

    0.05% of the 13F portfolio, value $38,338,943.

    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 761,539 shares
    Change vs previous 13F -53,565 shares

    0.05% of the 13F portfolio, value $35,211,488.

    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 815,104 shares
    Change vs previous 13F -164,212 shares

    0.05% of the 13F portfolio, value $37,052,381.

    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 979,316 shares
    Change vs previous 13F +18,107 shares

    0.06% of the 13F portfolio, value $42,467,831.

    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 961,209 shares
    Change vs previous 13F +194,908 shares

    0.07% of the 13F portfolio, value $41,529,520.

    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 766,301 shares
    Change vs previous 13F +47,001 shares

    0.07% of the 13F portfolio, value $30,418,482.

    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 719,300 shares
    Change vs previous 13F +27,387 shares

    0.06% of the 13F portfolio, value $26,703,659.

    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 691,913 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $28,712,277.

    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).