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OSAIC HOLDINGS, INC.: ISPY position timeline

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

OSAIC HOLDINGS, INC. held 146,321 ISPY 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 146,321 shares
    Change vs previous 13F +34,392 shares

    0.01% of the 13F portfolio, value $7,051,830.

    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 111,929 shares
    Change vs previous 13F -10,541 shares

    0.01% of the 13F portfolio, value $4,852,434.

    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 122,470 shares
    Change vs previous 13F +22,009 shares

    0.01% of the 13F portfolio, value $5,589,074.

    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 100,461 shares
    Change vs previous 13F +21,096 shares

    0.01% of the 13F portfolio, value $4,477,536.

    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 79,365 shares
    Change vs previous 13F +24,064 shares

    0.01% of the 13F portfolio, value $3,367,986.

    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 55,301 shares
    Change vs previous 13F +37,784 shares

    0.01% of the 13F portfolio, value $2,327,951.

    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 17,517 shares
    Change vs previous 13F +11,525 shares

    <0.01% of the 13F portfolio, value $775,902.

    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 5,992 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $268,596.

    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).