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OSAIC HOLDINGS, INC.: IWN position timeline

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

OSAIC HOLDINGS, INC. held 151,968 IWN 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 151,968 shares
    Change vs previous 13F +21,503 shares

    0.04% of the 13F portfolio, value $33,624,090.

    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 130,465 shares
    Change vs previous 13F +9,389 shares

    0.04% of the 13F portfolio, value $24,740,589.

    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 121,076 shares
    Change vs previous 13F -3,961 shares

    0.03% of the 13F portfolio, value $21,947,134.

    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 125,037 shares
    Change vs previous 13F +44,002 shares

    0.03% of the 13F portfolio, value $21,974,848.

    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 81,035 shares
    Change vs previous 13F +10,024 shares

    0.02% of the 13F portfolio, value $12,786,874.

    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 71,011 shares
    Change vs previous 13F -7,305 shares

    0.02% of the 13F portfolio, value $10,727,387.

    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 78,316 shares
    Change vs previous 13F +7,809 shares

    0.03% of the 13F portfolio, value $12,861,712.

    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 70,507 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,766,638.

    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).