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OSAIC HOLDINGS, INC.: IVT position timeline

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

OSAIC HOLDINGS, INC. held 77,280 IVT 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 77,280 shares
    Change vs previous 13F +16,971 shares

    <0.01% of the 13F portfolio, value $2,736,356.

    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 60,309 shares
    Change vs previous 13F -20,149 shares

    <0.01% of the 13F portfolio, value $1,837,257.

    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 80,458 shares
    Change vs previous 13F -1,397 shares

    <0.01% of the 13F portfolio, value $2,270,100.

    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 81,855 shares
    Change vs previous 13F -1,974 shares

    <0.01% of the 13F portfolio, value $2,382,462.

    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 83,829 shares
    Change vs previous 13F +231 shares

    <0.01% of the 13F portfolio, value $2,298,978.

    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 83,598 shares
    Change vs previous 13F -23,796 shares

    0.01% of the 13F portfolio, value $2,455,768.

    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 107,394 shares
    Change vs previous 13F -9,812 shares

    0.01% of the 13F portfolio, value $3,235,869.

    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 117,206 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,325,258.

    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).