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OSAIC HOLDINGS, INC.: IWS position timeline

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

OSAIC HOLDINGS, INC. held 217,129 IWS 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 217,129 shares
    Change vs previous 13F +14,174 shares

    0.04% of the 13F portfolio, value $35,754,818.

    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 202,955 shares
    Change vs previous 13F +41,588 shares

    0.04% of the 13F portfolio, value $29,590,223.

    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 161,367 shares
    Change vs previous 13F -76,446 shares

    0.03% of the 13F portfolio, value $22,771,348.

    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 237,813 shares
    Change vs previous 13F +6,049 shares

    0.05% of the 13F portfolio, value $33,104,854.

    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 231,764 shares
    Change vs previous 13F +64,193 shares

    0.05% of the 13F portfolio, value $30,328,805.

    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 167,571 shares
    Change vs previous 13F -25,505 shares

    0.05% of the 13F portfolio, value $21,116,139.

    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 193,076 shares
    Change vs previous 13F -4,884 shares

    0.06% of the 13F portfolio, value $24,978,225.

    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 197,960 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $26,188,187.

    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).