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OSAIC HOLDINGS, INC.: IUSV position timeline

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

OSAIC HOLDINGS, INC. held 603,501 IUSV 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 603,501 shares
    Change vs previous 13F +90,050 shares

    0.08% of the 13F portfolio, value $66,491,162.

    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 513,451 shares
    Change vs previous 13F +10,726 shares

    0.08% of the 13F portfolio, value $52,505,691.

    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 502,725 shares
    Change vs previous 13F -15,083 shares

    0.08% of the 13F portfolio, value $51,563,362.

    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 517,808 shares
    Change vs previous 13F +10,834 shares

    0.07% of the 13F portfolio, value $51,407,464.

    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 506,974 shares
    Change vs previous 13F -52,229 shares

    0.09% of the 13F portfolio, value $47,986,534.

    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 559,203 shares
    Change vs previous 13F +82,976 shares

    0.12% of the 13F portfolio, value $51,620,991.

    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 476,227 shares
    Change vs previous 13F +33,305 shares

    0.1% of the 13F portfolio, value $44,102,057.

    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 442,922 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $42,301,743.

    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).