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OSAIC HOLDINGS, INC.: ITM position timeline

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

OSAIC HOLDINGS, INC. held 14,469 ITM 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 14,469 shares
    Change vs previous 13F +4,351 shares

    <0.01% of the 13F portfolio, value $679,993.

    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 10,118 shares
    Change vs previous 13F -3,811 shares

    <0.01% of the 13F portfolio, value $469,803.

    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 13,929 shares
    Change vs previous 13F -10,540 shares

    <0.01% of the 13F portfolio, value $657,050.

    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 24,469 shares
    Change vs previous 13F -8,834 shares

    <0.01% of the 13F portfolio, value $1,133,612.

    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 33,303 shares
    Change vs previous 13F +1,459 shares

    <0.01% of the 13F portfolio, value $1,515,050.

    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 31,844 shares
    Change vs previous 13F -396 shares

    <0.01% of the 13F portfolio, value $1,449,496.

    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 32,240 shares
    Change vs previous 13F -2,354 shares

    <0.01% of the 13F portfolio, value $1,486,447.

    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 34,594 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,624,279.

    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).