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OSAIC HOLDINGS, INC.: IWR position timeline

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

OSAIC HOLDINGS, INC. held 895,795 IWR 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 895,795 shares
    Change vs previous 13F +150,731 shares

    0.12% of the 13F portfolio, value $98,852,631.

    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 745,064 shares
    Change vs previous 13F +56,521 shares

    0.11% of the 13F portfolio, value $72,462,978.

    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 688,543 shares
    Change vs previous 13F -68,700 shares

    0.1% of the 13F portfolio, value $66,310,158.

    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 757,243 shares
    Change vs previous 13F +152,379 shares

    0.1% of the 13F portfolio, value $72,995,438.

    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 604,864 shares
    Change vs previous 13F +138,017 shares

    0.1% of the 13F portfolio, value $55,647,937.

    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 466,847 shares
    Change vs previous 13F +4,851 shares

    0.09% of the 13F portfolio, value $39,732,581.

    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 461,996 shares
    Change vs previous 13F -65,691 shares

    0.09% of the 13F portfolio, value $40,854,623.

    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 527,687 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $46,523,834.

    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).