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OSAIC HOLDINGS, INC.: IYK position timeline

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

OSAIC HOLDINGS, INC. held 205,812 IYK 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 205,812 shares
    Change vs previous 13F +24,320 shares

    0.02% of the 13F portfolio, value $14,959,703.

    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 181,492 shares
    Change vs previous 13F -6,704 shares

    0.02% of the 13F portfolio, value $12,712,813.

    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 188,196 shares
    Change vs previous 13F -8,072 shares

    0.02% of the 13F portfolio, value $12,598,503.

    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 196,268 shares
    Change vs previous 13F +59,140 shares

    0.02% of the 13F portfolio, value $13,521,412.

    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 137,128 shares
    Change vs previous 13F +11,891 shares

    0.02% of the 13F portfolio, value $9,669,531.

    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 125,237 shares
    Change vs previous 13F +17,129 shares

    0.02% of the 13F portfolio, value $8,967,270.

    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 108,108 shares
    Change vs previous 13F -18,774 shares

    0.02% of the 13F portfolio, value $7,094,071.

    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 126,882 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,959,396.

    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).