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OSAIC HOLDINGS, INC.: IWM position timeline

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

OSAIC HOLDINGS, INC. held 699,431 IWM 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 699,431 shares
    Change vs previous 13F +100,951 shares

    0.25% of the 13F portfolio, value $210,258,183.

    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 598,480 shares
    Change vs previous 13F +59,061 shares

    0.22% of the 13F portfolio, value $148,484,948.

    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 539,419 shares
    Change vs previous 13F -350 shares

    0.19% of the 13F portfolio, value $132,862,082.

    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 539,769 shares
    Change vs previous 13F +77,858 shares

    0.18% of the 13F portfolio, value $128,826,859.

    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 461,911 shares
    Change vs previous 13F +25,467 shares

    0.18% of the 13F portfolio, value $99,664,618.

    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 436,444 shares
    Change vs previous 13F +1,509 shares

    0.19% of the 13F portfolio, value $87,125,082.

    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 434,935 shares
    Change vs previous 13F +887 shares

    0.22% of the 13F portfolio, value $96,164,470.

    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 434,048 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $95,932,213.

    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).