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OSAIC HOLDINGS, INC.: IRM position timeline

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

OSAIC HOLDINGS, INC. held 102,853 IRM 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 102,853 shares
    Change vs previous 13F -7,650 shares

    0.02% of the 13F portfolio, value $12,997,475.

    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 110,503 shares
    Change vs previous 13F -12,913 shares

    0.02% of the 13F portfolio, value $11,293,355.

    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 123,416 shares
    Change vs previous 13F -31,201 shares

    0.01% of the 13F portfolio, value $10,241,808.

    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 154,617 shares
    Change vs previous 13F +35,470 shares

    0.02% of the 13F portfolio, value $15,115,021.

    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 119,147 shares
    Change vs previous 13F -2,005 shares

    0.02% of the 13F portfolio, value $12,216,217.

    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 121,152 shares
    Change vs previous 13F +6,930 shares

    0.02% of the 13F portfolio, value $10,426,803.

    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 114,222 shares
    Change vs previous 13F -1,253 shares

    0.03% of the 13F portfolio, value $12,008,166.

    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 115,475 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $13,723,892.

    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).