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OSAIC HOLDINGS, INC.: IYH position timeline

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

OSAIC HOLDINGS, INC. held 373,872 IYH 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 373,872 shares
    Change vs previous 13F -2,309 shares

    0.03% of the 13F portfolio, value $25,059,373.

    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 376,181 shares
    Change vs previous 13F -1,173 shares

    0.03% of the 13F portfolio, value $23,193,619.

    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 377,354 shares
    Change vs previous 13F -9,822 shares

    0.04% of the 13F portfolio, value $24,572,331.

    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 387,176 shares
    Change vs previous 13F -34,174 shares

    0.03% of the 13F portfolio, value $22,430,566.

    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 421,350 shares
    Change vs previous 13F +47,163 shares

    0.04% of the 13F portfolio, value $23,810,148.

    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 374,187 shares
    Change vs previous 13F +28,502 shares

    0.05% of the 13F portfolio, value $22,792,383.

    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 345,685 shares
    Change vs previous 13F -2,204 shares

    0.05% of the 13F portfolio, value $20,150,230.

    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 347,889 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $22,621,447.

    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).