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OSAIC HOLDINGS, INC.: IWB position timeline

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

OSAIC HOLDINGS, INC. held 224,503 IWB 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 224,503 shares
    Change vs previous 13F +17,842 shares

    0.11% of the 13F portfolio, value $91,973,974.

    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 206,661 shares
    Change vs previous 13F +21,440 shares

    0.11% of the 13F portfolio, value $73,716,781.

    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 185,221 shares
    Change vs previous 13F +7,022 shares

    0.1% of the 13F portfolio, value $69,204,723.

    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 178,199 shares
    Change vs previous 13F +14,653 shares

    0.09% of the 13F portfolio, value $64,118,764.

    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 163,546 shares
    Change vs previous 13F +18,938 shares

    0.1% of the 13F portfolio, value $55,559,116.

    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 144,608 shares
    Change vs previous 13F +29,141 shares

    0.1% of the 13F portfolio, value $44,377,503.

    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 115,467 shares
    Change vs previous 13F +806 shares

    0.08% of the 13F portfolio, value $37,214,661.

    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 114,661 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $36,061,960.

    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).