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OSAIC HOLDINGS, INC.: IQM position timeline

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

OSAIC HOLDINGS, INC. held 40,120 IQM 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 40,120 shares
    Change vs previous 13F +12,020 shares

    0.01% of the 13F portfolio, value $4,982,739.

    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 28,100 shares
    Change vs previous 13F +5,052 shares

    <0.01% of the 13F portfolio, value $2,485,405.

    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 23,048 shares
    Change vs previous 13F +2,685 shares

    <0.01% of the 13F portfolio, value $2,014,809.

    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 20,363 shares
    Change vs previous 13F +10,151 shares

    <0.01% of the 13F portfolio, value $1,630,339.

    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 10,212 shares
    Change vs previous 13F +2,143 shares

    <0.01% of the 13F portfolio, value $765,044.

    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 8,069 shares
    Change vs previous 13F +776 shares

    <0.01% of the 13F portfolio, value $458,307.

    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 7,293 shares
    Change vs previous 13F -27,013 shares

    <0.01% of the 13F portfolio, value $487,523.

    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 34,306 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,173,563.

    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).