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OSAIC HOLDINGS, INC.: IWP position timeline

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

OSAIC HOLDINGS, INC. held 1,270,561 IWP 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 1,270,561 shares
    Change vs previous 13F +99,111 shares

    0.22% of the 13F portfolio, value $186,050,034.

    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 1,171,450 shares
    Change vs previous 13F -17,725 shares

    0.22% of the 13F portfolio, value $150,072,409.

    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 1,189,175 shares
    Change vs previous 13F +70,533 shares

    0.24% of the 13F portfolio, value $162,869,493.

    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 1,118,642 shares
    Change vs previous 13F +59,129 shares

    0.22% of the 13F portfolio, value $159,599,330.

    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 1,059,513 shares
    Change vs previous 13F +85,829 shares

    0.26% of the 13F portfolio, value $146,839,263.

    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 973,684 shares
    Change vs previous 13F +531,766 shares

    0.25% of the 13F portfolio, value $114,411,913.

    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 441,918 shares
    Change vs previous 13F -34,813 shares

    0.13% of the 13F portfolio, value $56,024,951.

    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 476,731 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $55,929,837.

    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).