Skip to content
Disclosery

OSAIC HOLDINGS, INC.: IYW position timeline

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

OSAIC HOLDINGS, INC. held 638,240 IYW 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 638,240 shares
    Change vs previous 13F +39,398 shares

    0.19% of the 13F portfolio, value $161,018,280.

    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 598,842 shares
    Change vs previous 13F -58,047 shares

    0.16% of the 13F portfolio, value $108,666,182.

    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 656,889 shares
    Change vs previous 13F -85,776 shares

    0.19% of the 13F portfolio, value $131,205,028.

    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 742,665 shares
    Change vs previous 13F +286,858 shares

    0.2% of the 13F portfolio, value $141,261,616.

    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 455,807 shares
    Change vs previous 13F +38,228 shares

    0.14% of the 13F portfolio, value $78,807,850.

    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 417,579 shares
    Change vs previous 13F -32,513 shares

    0.13% of the 13F portfolio, value $58,680,814.

    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 450,092 shares
    Change vs previous 13F +42,952 shares

    0.15% of the 13F portfolio, value $67,001,546.

    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 407,140 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $61,763,239.

    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).