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OSAIC HOLDINGS, INC.: IVV position timeline

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

OSAIC HOLDINGS, INC. held 1,915,267 IVV 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 1,915,267 shares
    Change vs previous 13F +273,626 shares

    1.69% of the 13F portfolio, value $1,435,488,877.

    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 1,641,641 shares
    Change vs previous 13F +37,180 shares

    1.57% of the 13F portfolio, value $1,073,148,959.

    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 1,604,461 shares
    Change vs previous 13F -104,473 shares

    1.61% of the 13F portfolio, value $1,099,908,741.

    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 1,708,934 shares
    Change vs previous 13F -12,658 shares

    1.58% of the 13F portfolio, value $1,125,845,897.

    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 1,721,592 shares
    Change vs previous 13F +86,306 shares

    1.9% of the 13F portfolio, value $1,065,307,713.

    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 1,635,286 shares
    Change vs previous 13F -127,245 shares

    2.05% of the 13F portfolio, value $919,647,642.

    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 1,762,531 shares
    Change vs previous 13F +237,052 shares

    2.04% of the 13F portfolio, value $910,033,156.

    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 1,525,479 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $880,547,665.

    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).