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OSAIC HOLDINGS, INC.: IWF position timeline

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

OSAIC HOLDINGS, INC. held 3,418,519 IWF 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 3,418,519 shares
    Change vs previous 13F +2,604,851 shares

    0.5% of the 13F portfolio, value $424,498,083.

    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 813,668 shares
    Change vs previous 13F +56,491 shares

    0.51% of the 13F portfolio, value $346,963,836.

    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 757,177 shares
    Change vs previous 13F -12,184 shares

    0.52% of the 13F portfolio, value $358,410,526.

    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 769,361 shares
    Change vs previous 13F +43,071 shares

    0.49% of the 13F portfolio, value $350,821,885.

    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 726,290 shares
    Change vs previous 13F +95,889 shares

    0.55% of the 13F portfolio, value $307,918,012.

    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 630,401 shares
    Change vs previous 13F +31,422 shares

    0.51% of the 13F portfolio, value $227,714,518.

    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 598,979 shares
    Change vs previous 13F -11,004 shares

    0.54% of the 13F portfolio, value $240,609,085.

    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 609,983 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $229,036,807.

    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).