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OSAIC HOLDINGS, INC.: IYF position timeline

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

OSAIC HOLDINGS, INC. held 111,273 IYF 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 111,273 shares
    Change vs previous 13F +7,169 shares

    0.02% of the 13F portfolio, value $14,200,896.

    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 104,104 shares
    Change vs previous 13F -82,321 shares

    0.02% of the 13F portfolio, value $12,254,926.

    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 186,425 shares
    Change vs previous 13F -12,067 shares

    0.04% of the 13F portfolio, value $24,056,746.

    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 198,492 shares
    Change vs previous 13F +7,827 shares

    0.04% of the 13F portfolio, value $25,025,835.

    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 190,665 shares
    Change vs previous 13F +6,520 shares

    0.04% of the 13F portfolio, value $23,084,787.

    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 184,145 shares
    Change vs previous 13F +17,873 shares

    0.05% of the 13F portfolio, value $20,797,769.

    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 166,272 shares
    Change vs previous 13F +4,490 shares

    0.04% of the 13F portfolio, value $18,402,859.

    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 161,782 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $16,824,697.

    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).