Skip to content
Disclosery

OSAIC HOLDINGS, INC.: ITA position timeline

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

OSAIC HOLDINGS, INC. held 533,033 ITA 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 533,033 shares
    Change vs previous 13F +33,242 shares

    0.15% of the 13F portfolio, value $129,287,743.

    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 499,791 shares
    Change vs previous 13F +78,533 shares

    0.16% of the 13F portfolio, value $109,379,391.

    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 421,258 shares
    Change vs previous 13F +56,881 shares

    0.13% of the 13F portfolio, value $90,492,156.

    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 364,377 shares
    Change vs previous 13F +58,877 shares

    0.1% of the 13F portfolio, value $73,554,194.

    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 305,500 shares
    Change vs previous 13F +25,789 shares

    0.1% of the 13F portfolio, value $57,553,633.

    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 279,711 shares
    Change vs previous 13F +18,197 shares

    0.1% of the 13F portfolio, value $42,848,280.

    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 261,514 shares
    Change vs previous 13F -15,452 shares

    0.09% of the 13F portfolio, value $38,032,550.

    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 276,966 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $41,463,414.

    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).