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OSAIC HOLDINGS, INC.: IVW position timeline

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

OSAIC HOLDINGS, INC. held 2,013,076 IVW 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 2,013,076 shares
    Change vs previous 13F +47,373 shares

    0.33% of the 13F portfolio, value $276,980,298.

    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 1,965,703 shares
    Change vs previous 13F -73,267 shares

    0.33% of the 13F portfolio, value $222,442,319.

    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 2,038,970 shares
    Change vs previous 13F -104,950 shares

    0.37% of the 13F portfolio, value $251,416,725.

    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 2,143,920 shares
    Change vs previous 13F +78,821 shares

    0.35% of the 13F portfolio, value $251,979,925.

    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 2,065,099 shares
    Change vs previous 13F +82,151 shares

    0.4% of the 13F portfolio, value $227,121,744.

    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 1,982,948 shares
    Change vs previous 13F -19,225 shares

    0.41% of the 13F portfolio, value $184,126,207.

    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 2,002,173 shares
    Change vs previous 13F +111,362 shares

    0.44% of the 13F portfolio, value $193,835,986.

    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 1,890,811 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $181,089,474.

    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).