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OSAIC HOLDINGS, INC.: ITOT position timeline

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

OSAIC HOLDINGS, INC. held 1,555,858 ITOT 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 1,555,858 shares
    Change vs previous 13F +73,205 shares

    0.3% of the 13F portfolio, value $255,604,331.

    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 1,482,653 shares
    Change vs previous 13F -77,372 shares

    0.31% of the 13F portfolio, value $211,192,217.

    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 1,560,025 shares
    Change vs previous 13F -122,518 shares

    0.34% of the 13F portfolio, value $231,981,989.

    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 1,682,543 shares
    Change vs previous 13F -38,895 shares

    0.33% of the 13F portfolio, value $239,280,834.

    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 1,721,438 shares
    Change vs previous 13F -154,576 shares

    0.41% of the 13F portfolio, value $232,480,168.

    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 1,876,014 shares
    Change vs previous 13F +190,846 shares

    0.51% of the 13F portfolio, value $228,911,566.

    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 1,685,168 shares
    Change vs previous 13F +112,289 shares

    0.49% of the 13F portfolio, value $216,762,784.

    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 1,572,879 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $197,601,049.

    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).