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OSAIC HOLDINGS, INC.: ISTB position timeline

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

OSAIC HOLDINGS, INC. held 176,901 ISTB 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 176,901 shares
    Change vs previous 13F -11,121 shares

    0.01% of the 13F portfolio, value $8,535,959.

    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 188,022 shares
    Change vs previous 13F +15,609 shares

    0.01% of the 13F portfolio, value $9,111,816.

    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 172,413 shares
    Change vs previous 13F -4,749 shares

    0.01% of the 13F portfolio, value $8,405,836.

    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 177,162 shares
    Change vs previous 13F -9,585 shares

    0.01% of the 13F portfolio, value $8,652,839.

    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 186,747 shares
    Change vs previous 13F +18,298 shares

    0.02% of the 13F portfolio, value $9,087,243.

    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 168,449 shares
    Change vs previous 13F -37,892 shares

    0.02% of the 13F portfolio, value $8,145,149.

    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 206,341 shares
    Change vs previous 13F +22,145 shares

    0.02% of the 13F portfolio, value $9,857,149.

    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 184,196 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,966,897.

    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).