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OSAIC HOLDINGS, INC.: IWMY position timeline

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

OSAIC HOLDINGS, INC. held 970 IWMY 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 970 shares
    Change vs previous 13F +70 shares

    <0.01% of the 13F portfolio, value $19,250.

    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 900 shares
    Change vs previous 13F +66 shares

    <0.01% of the 13F portfolio, value $16,287.

    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 834 shares
    Change vs previous 13F +88 shares

    <0.01% of the 13F portfolio, value $16,439.

    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 746 shares
    Change vs previous 13F +94 shares

    <0.01% of the 13F portfolio, value $17,168.

    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 652 shares
    Change vs previous 13F +87 shares

    <0.01% of the 13F portfolio, value $15,715.

    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 565 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,579.

    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).