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OSAIC HOLDINGS, INC.: IWX position timeline

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

OSAIC HOLDINGS, INC. held 84,977 IWX 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 84,977 shares
    Change vs previous 13F -15,753 shares

    0.01% of the 13F portfolio, value $8,936,593.

    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 100,730 shares
    Change vs previous 13F -13,169 shares

    0.01% of the 13F portfolio, value $9,334,944.

    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 113,899 shares
    Change vs previous 13F +107,927 shares

    0.02% of the 13F portfolio, value $10,463,030.

    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 5,972 shares
    Change vs previous 13F -123,283 shares

    <0.01% of the 13F portfolio, value $522,042.

    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 129,255 shares
    Change vs previous 13F +113,677 shares

    0.02% of the 13F portfolio, value $10,632,556.

    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 15,578 shares
    Change vs previous 13F +10,158 shares

    <0.01% of the 13F portfolio, value $1,280,348.

    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 5,420 shares
    Change vs previous 13F -154,622 shares

    <0.01% of the 13F portfolio, value $428,397.

    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 160,042 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $13,006,689.

    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).