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OSAIC HOLDINGS, INC.: IUS position timeline

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

OSAIC HOLDINGS, INC. held 446,010 IUS 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 446,010 shares
    Change vs previous 13F -2,159 shares

    0.03% of the 13F portfolio, value $29,251,725.

    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 448,169 shares
    Change vs previous 13F -45,768 shares

    0.04% of the 13F portfolio, value $25,955,532.

    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 493,937 shares
    Change vs previous 13F +11,666 shares

    0.04% of the 13F portfolio, value $28,235,398.

    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 482,271 shares
    Change vs previous 13F +25,494 shares

    0.04% of the 13F portfolio, value $26,133,301.

    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 456,777 shares
    Change vs previous 13F -19,949 shares

    0.04% of the 13F portfolio, value $23,525,834.

    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 476,726 shares
    Change vs previous 13F -6,241 shares

    0.05% of the 13F portfolio, value $23,532,555.

    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 482,967 shares
    Change vs previous 13F +40,073 shares

    0.05% of the 13F portfolio, value $23,991,526.

    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 442,894 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $22,279,704.

    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).