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OSAIC HOLDINGS, INC.: IUSG position timeline

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

OSAIC HOLDINGS, INC. held 420,115 IUSG 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 420,115 shares
    Change vs previous 13F +41,261 shares

    0.09% of the 13F portfolio, value $79,076,684.

    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 378,854 shares
    Change vs previous 13F -19,656 shares

    0.09% of the 13F portfolio, value $58,802,604.

    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 398,510 shares
    Change vs previous 13F -48,997 shares

    0.1% of the 13F portfolio, value $66,975,320.

    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 447,507 shares
    Change vs previous 13F +4,328 shares

    0.1% of the 13F portfolio, value $70,867,562.

    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 443,179 shares
    Change vs previous 13F -66,045 shares

    0.12% of the 13F portfolio, value $66,695,099.

    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 509,224 shares
    Change vs previous 13F +36,188 shares

    0.14% of the 13F portfolio, value $64,745,854.

    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 473,036 shares
    Change vs previous 13F +57,661 shares

    0.15% of the 13F portfolio, value $65,939,909.

    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 415,375 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $54,810,889.

    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).