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OSAIC HOLDINGS, INC.: IYZ position timeline

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

OSAIC HOLDINGS, INC. held 397,755 IYZ 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 397,755 shares
    Change vs previous 13F +252,196 shares

    0.02% of the 13F portfolio, value $16,828,871.

    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 145,559 shares
    Change vs previous 13F -20,061 shares

    0.01% of the 13F portfolio, value $5,723,372.

    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 165,620 shares
    Change vs previous 13F -1,920 shares

    0.01% of the 13F portfolio, value $5,614,475.

    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 167,540 shares
    Change vs previous 13F +7,815 shares

    0.01% of the 13F portfolio, value $5,361,325.

    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 159,725 shares
    Change vs previous 13F +133,177 shares

    0.01% of the 13F portfolio, value $4,756,575.

    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 26,548 shares
    Change vs previous 13F -289,909 shares

    <0.01% of the 13F portfolio, value $727,145.

    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 316,457 shares
    Change vs previous 13F +309,589 shares

    0.01% of the 13F portfolio, value $5,039,360.

    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 6,868 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $173,521.

    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).