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OSAIC HOLDINGS, INC.: IVOL position timeline

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

OSAIC HOLDINGS, INC. held 113,193 IVOL 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 113,193 shares
    Change vs previous 13F +86,550 shares

    <0.01% of the 13F portfolio, value $1,957,451.

    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 26,643 shares
    Change vs previous 13F -86,888 shares

    <0.01% of the 13F portfolio, value $498,557.

    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 113,531 shares
    Change vs previous 13F +15,766 shares

    <0.01% of the 13F portfolio, value $2,175,653.

    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 97,765 shares
    Change vs previous 13F -26,723 shares

    <0.01% of the 13F portfolio, value $1,890,475.

    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 124,488 shares
    Change vs previous 13F -6,531 shares

    <0.01% of the 13F portfolio, value $2,435,412.

    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 131,019 shares
    Change vs previous 13F +99,924 shares

    0.01% of the 13F portfolio, value $2,447,899.

    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 31,095 shares
    Change vs previous 13F -90,533 shares

    <0.01% of the 13F portfolio, value $551,815.

    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 121,628 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,341,496.

    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).