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Disclosery

OSAIC HOLDINGS, INC.: ISD position timeline

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

OSAIC HOLDINGS, INC. held 85,220 ISD 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 85,220 shares
    Change vs previous 13F -1,493 shares

    <0.01% of the 13F portfolio, value $1,113,022.

    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 86,713 shares
    Change vs previous 13F -2,794 shares

    <0.01% of the 13F portfolio, value $1,141,173.

    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 89,507 shares
    Change vs previous 13F +4,057 shares

    <0.01% of the 13F portfolio, value $1,295,234.

    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 85,450 shares
    Change vs previous 13F -225 shares

    <0.01% of the 13F portfolio, value $1,246,931.

    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 85,675 shares
    Change vs previous 13F -6,504 shares

    <0.01% of the 13F portfolio, value $1,214,042.

    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 92,179 shares
    Change vs previous 13F -1,902 shares

    <0.01% of the 13F portfolio, value $1,313,637.

    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 94,081 shares
    Change vs previous 13F +25,485 shares

    <0.01% of the 13F portfolio, value $1,287,039.

    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 68,596 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $956,270.

    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).