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Disclosery

OSAIC HOLDINGS, INC.: IT position timeline

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

OSAIC HOLDINGS, INC. held 8,235 IT 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 8,235 shares
    Change vs previous 13F -4,112 shares

    <0.01% of the 13F portfolio, value $1,067,703.

    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 12,347 shares
    Change vs previous 13F -1,122 shares

    <0.01% of the 13F portfolio, value $1,955,653.

    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 13,469 shares
    Change vs previous 13F +6,116 shares

    <0.01% of the 13F portfolio, value $3,399,021.

    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 7,353 shares
    Change vs previous 13F +964 shares

    <0.01% of the 13F portfolio, value $1,865,014.

    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 6,389 shares
    Change vs previous 13F +1,340 shares

    <0.01% of the 13F portfolio, value $2,588,169.

    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 5,049 shares
    Change vs previous 13F -5,183 shares

    <0.01% of the 13F portfolio, value $2,120,475.

    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 10,232 shares
    Change vs previous 13F +2,389 shares

    0.01% of the 13F portfolio, value $2,611,279.

    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 7,843 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,975,882.

    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).