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OSAIC HOLDINGS, INC.: IWY position timeline

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

OSAIC HOLDINGS, INC. held 622,017 IWY 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 622,017 shares
    Change vs previous 13F +53,978 shares

    0.21% of the 13F portfolio, value $180,894,049.

    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 568,039 shares
    Change vs previous 13F +27,818 shares

    0.21% of the 13F portfolio, value $141,432,415.

    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 540,221 shares
    Change vs previous 13F -30,259 shares

    0.22% of the 13F portfolio, value $149,725,646.

    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 570,480 shares
    Change vs previous 13F +194,311 shares

    0.21% of the 13F portfolio, value $152,024,474.

    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 376,169 shares
    Change vs previous 13F +41,896 shares

    0.17% of the 13F portfolio, value $92,812,578.

    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 334,273 shares
    Change vs previous 13F -85,026 shares

    0.16% of the 13F portfolio, value $70,573,822.

    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 419,299 shares
    Change vs previous 13F +149,603 shares

    0.21% of the 13F portfolio, value $92,061,314.

    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 269,696 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $59,396,375.

    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).