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OSAIC HOLDINGS, INC.: IWD position timeline

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

OSAIC HOLDINGS, INC. held 785,470 IWD 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 785,470 shares
    Change vs previous 13F +72,157 shares

    0.22% of the 13F portfolio, value $190,418,148.

    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 713,313 shares
    Change vs previous 13F +102,074 shares

    0.22% of the 13F portfolio, value $152,369,287.

    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 611,239 shares
    Change vs previous 13F -915 shares

    0.19% of the 13F portfolio, value $128,532,479.

    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 612,154 shares
    Change vs previous 13F +32,426 shares

    0.17% of the 13F portfolio, value $124,098,187.

    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 579,728 shares
    Change vs previous 13F +117,056 shares

    0.2% of the 13F portfolio, value $112,292,063.

    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 462,672 shares
    Change vs previous 13F +48,033 shares

    0.19% of the 13F portfolio, value $87,087,635.

    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 414,639 shares
    Change vs previous 13F +24,025 shares

    0.17% of the 13F portfolio, value $76,785,391.

    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 390,614 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $74,163,468.

    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).