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OSAIC HOLDINGS, INC.: IVOO position timeline

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

OSAIC HOLDINGS, INC. held 121,800 IVOO 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 121,800 shares
    Change vs previous 13F -2,992 shares

    0.02% of the 13F portfolio, value $15,893,694.

    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 124,792 shares
    Change vs previous 13F -17,464 shares

    0.02% of the 13F portfolio, value $14,275,164.

    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 142,256 shares
    Change vs previous 13F +19,400 shares

    0.02% of the 13F portfolio, value $15,914,129.

    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 122,856 shares
    Change vs previous 13F +7,750 shares

    0.02% of the 13F portfolio, value $13,563,354.

    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 115,106 shares
    Change vs previous 13F +8,363 shares

    0.02% of the 13F portfolio, value $12,092,441.

    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 106,743 shares
    Change vs previous 13F +18,084 shares

    0.02% of the 13F portfolio, value $10,541,971.

    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 88,659 shares
    Change vs previous 13F +8,986 shares

    0.02% of the 13F portfolio, value $9,358,980.

    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 79,673 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,418,777.

    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).