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OSAIC HOLDINGS, INC.: IVLU position timeline

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

OSAIC HOLDINGS, INC. held 859,239 IVLU 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 859,239 shares
    Change vs previous 13F +180,184 shares

    0.04% of the 13F portfolio, value $35,941,062.

    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 679,055 shares
    Change vs previous 13F +143,405 shares

    0.04% of the 13F portfolio, value $26,948,359.

    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 535,650 shares
    Change vs previous 13F +91,221 shares

    0.03% of the 13F portfolio, value $20,386,603.

    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 444,429 shares
    Change vs previous 13F +95,417 shares

    0.02% of the 13F portfolio, value $15,600,117.

    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 349,012 shares
    Change vs previous 13F +229,332 shares

    0.02% of the 13F portfolio, value $11,476,078.

    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 119,680 shares
    Change vs previous 13F +82,330 shares

    0.01% of the 13F portfolio, value $3,627,628.

    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 37,350 shares
    Change vs previous 13F +976 shares

    <0.01% of the 13F portfolio, value $1,012,727.

    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 36,374 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,074,240.

    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).