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OSAIC HOLDINGS, INC.: IRT position timeline

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

OSAIC HOLDINGS, INC. held 290,898 IRT 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 290,898 shares
    Change vs previous 13F +205 shares

    0.01% of the 13F portfolio, value $4,856,777.

    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 290,693 shares
    Change vs previous 13F -32,900 shares

    0.01% of the 13F portfolio, value $4,330,023.

    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 323,593 shares
    Change vs previous 13F -71,831 shares

    0.01% of the 13F portfolio, value $5,658,027.

    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 395,424 shares
    Change vs previous 13F -7,157 shares

    0.01% of the 13F portfolio, value $7,092,446.

    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 402,581 shares
    Change vs previous 13F -27,890 shares

    0.01% of the 13F portfolio, value $7,140,701.

    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 430,471 shares
    Change vs previous 13F +35,028 shares

    0.02% of the 13F portfolio, value $9,139,102.

    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 395,443 shares
    Change vs previous 13F -139,209 shares

    0.02% of the 13F portfolio, value $7,845,831.

    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 534,652 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,960,566.

    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).