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OSAIC HOLDINGS, INC.: IWL position timeline

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

OSAIC HOLDINGS, INC. held 87,132 IWL 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 87,132 shares
    Change vs previous 13F -2,639 shares

    0.02% of the 13F portfolio, value $16,116,662.

    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 89,771 shares
    Change vs previous 13F +37,643 shares

    0.02% of the 13F portfolio, value $14,407,593.

    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 52,128 shares
    Change vs previous 13F -1,339 shares

    0.01% of the 13F portfolio, value $8,896,392.

    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 53,467 shares
    Change vs previous 13F -5,156 shares

    0.01% of the 13F portfolio, value $8,812,357.

    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 58,623 shares
    Change vs previous 13F +39,870 shares

    0.02% of the 13F portfolio, value $8,978,288.

    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 18,753 shares
    Change vs previous 13F -42,295 shares

    0.01% of the 13F portfolio, value $2,577,271.

    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 61,048 shares
    Change vs previous 13F +998 shares

    0.02% of the 13F portfolio, value $8,834,466.

    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 60,050 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,433,845.

    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).