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OSAIC HOLDINGS, INC.: IYR position timeline

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

OSAIC HOLDINGS, INC. held 52,198 IYR 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 52,198 shares
    Change vs previous 13F +12,040 shares

    0.01% of the 13F portfolio, value $5,339,744.

    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 40,158 shares
    Change vs previous 13F -199 shares

    0.01% of the 13F portfolio, value $3,798,813.

    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 40,357 shares
    Change vs previous 13F -14,669 shares

    0.01% of the 13F portfolio, value $3,791,281.

    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 55,026 shares
    Change vs previous 13F -30,590 shares

    0.01% of the 13F portfolio, value $5,352,607.

    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 85,616 shares
    Change vs previous 13F +35,463 shares

    0.01% of the 13F portfolio, value $8,116,334.

    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 50,153 shares
    Change vs previous 13F -35,940 shares

    0.01% of the 13F portfolio, value $4,803,814.

    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 86,093 shares
    Change vs previous 13F +29,814 shares

    0.02% of the 13F portfolio, value $8,016,696.

    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 56,279 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,733,947.

    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).