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OSAIC HOLDINGS, INC.: IWV position timeline

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

OSAIC HOLDINGS, INC. held 98,874 IWV 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 98,874 shares
    Change vs previous 13F -95 shares

    0.05% of the 13F portfolio, value $42,179,241.

    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 98,969 shares
    Change vs previous 13F +293 shares

    0.05% of the 13F portfolio, value $36,699,815.

    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 98,676 shares
    Change vs previous 13F -3,239 shares

    0.06% of the 13F portfolio, value $38,194,484.

    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 101,915 shares
    Change vs previous 13F +2,096 shares

    0.05% of the 13F portfolio, value $37,835,982.

    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 99,819 shares
    Change vs previous 13F -21,178 shares

    0.06% of the 13F portfolio, value $35,029,146.

    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 120,997 shares
    Change vs previous 13F +5,201 shares

    0.09% of the 13F portfolio, value $38,450,763.

    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 115,796 shares
    Change vs previous 13F +4,571 shares

    0.09% of the 13F portfolio, value $38,734,236.

    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 111,225 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $36,346,529.

    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).