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OSAIC HOLDINGS, INC.: IVE position timeline

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

OSAIC HOLDINGS, INC. held 731,726 IVE 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 731,726 shares
    Change vs previous 13F +45,113 shares

    0.2% of the 13F portfolio, value $166,348,689.

    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 686,613 shares
    Change vs previous 13F -54,970 shares

    0.21% of the 13F portfolio, value $145,140,125.

    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 741,583 shares
    Change vs previous 13F +22,553 shares

    0.23% of the 13F portfolio, value $157,427,492.

    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 719,030 shares
    Change vs previous 13F +55,104 shares

    0.21% of the 13F portfolio, value $147,682,794.

    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 663,926 shares
    Change vs previous 13F +117,842 shares

    0.23% of the 13F portfolio, value $129,844,154.

    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 546,084 shares
    Change vs previous 13F -33,701 shares

    0.23% of the 13F portfolio, value $104,163,210.

    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 579,785 shares
    Change vs previous 13F +49,623 shares

    0.23% of the 13F portfolio, value $102,409,237.

    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 530,162 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $104,606,848.

    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).