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OSAIC HOLDINGS, INC.: ITB position timeline

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

OSAIC HOLDINGS, INC. held 27,483 ITB 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 27,483 shares
    Change vs previous 13F -188 shares

    <0.01% of the 13F portfolio, value $2,872,399.

    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 27,671 shares
    Change vs previous 13F -2,597 shares

    <0.01% of the 13F portfolio, value $2,506,510.

    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 30,268 shares
    Change vs previous 13F -8,954 shares

    <0.01% of the 13F portfolio, value $2,915,692.

    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 39,222 shares
    Change vs previous 13F +2,494 shares

    0.01% of the 13F portfolio, value $4,299,696.

    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 36,728 shares
    Change vs previous 13F -200 shares

    0.01% of the 13F portfolio, value $3,425,923.

    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 36,928 shares
    Change vs previous 13F -57,909 shares

    0.01% of the 13F portfolio, value $3,516,740.

    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 94,837 shares
    Change vs previous 13F -101,747 shares

    0.02% of the 13F portfolio, value $9,806,134.

    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 196,584 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $24,987,020.

    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).