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OSAIC HOLDINGS, INC.: IWC position timeline

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

OSAIC HOLDINGS, INC. held 20,630 IWC 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 20,630 shares
    Change vs previous 13F +1,058 shares

    <0.01% of the 13F portfolio, value $4,132,297.

    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 19,572 shares
    Change vs previous 13F +268 shares

    <0.01% of the 13F portfolio, value $3,127,630.

    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 19,304 shares
    Change vs previous 13F +5,006 shares

    <0.01% of the 13F portfolio, value $3,047,403.

    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 14,298 shares
    Change vs previous 13F +2,475 shares

    <0.01% of the 13F portfolio, value $2,066,192.

    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 11,823 shares
    Change vs previous 13F -564 shares

    <0.01% of the 13F portfolio, value $1,511,026.

    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 12,387 shares
    Change vs previous 13F -5,735 shares

    <0.01% of the 13F portfolio, value $1,375,016.

    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 18,122 shares
    Change vs previous 13F +2,236 shares

    0.01% of the 13F portfolio, value $2,363,834.

    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 15,886 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,960,089.

    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).