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OSAIC HOLDINGS, INC.: IVVM position timeline

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

OSAIC HOLDINGS, INC. held 28,187 IVVM 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 28,187 shares
    Change vs previous 13F +1,202 shares

    <0.01% of the 13F portfolio, value $1,041,557.

    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 26,985 shares
    Change vs previous 13F -3,294 shares

    <0.01% of the 13F portfolio, value $920,460.

    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 30,279 shares
    Change vs previous 13F -14,938 shares

    <0.01% of the 13F portfolio, value $1,053,411.

    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 45,217 shares
    Change vs previous 13F +14,505 shares

    <0.01% of the 13F portfolio, value $1,539,575.

    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 30,712 shares
    Change vs previous 13F +19,331 shares

    <0.01% of the 13F portfolio, value $994,144.

    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 11,381 shares
    Change vs previous 13F +5,952 shares

    <0.01% of the 13F portfolio, value $347,895.

    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 5,429 shares
    Change vs previous 13F +5,131 shares

    <0.01% of the 13F portfolio, value $166,464.

    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 298 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,017.

    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).