Skip to content
Disclosery

OSAIC HOLDINGS, INC.: IZRL position timeline

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

OSAIC HOLDINGS, INC. held 5,532 IZRL 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 5,532 shares
    Change vs previous 13F -490 shares

    <0.01% of the 13F portfolio, value $168,058.

    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 6,022 shares
    Change vs previous 13F +699 shares

    <0.01% of the 13F portfolio, value $162,112.

    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 5,323 shares
    Change vs previous 13F -802 shares

    <0.01% of the 13F portfolio, value $159,104.

    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 6,125 shares
    Change vs previous 13F +831 shares

    <0.01% of the 13F portfolio, value $175,915.

    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 5,294 shares
    Change vs previous 13F -1,339 shares

    <0.01% of the 13F portfolio, value $143,873.

    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 6,633 shares
    Change vs previous 13F +531 shares

    <0.01% of the 13F portfolio, value $142,298.

    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 6,102 shares
    Change vs previous 13F -39 shares

    <0.01% of the 13F portfolio, value $136,643.

    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 6,141 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $121,657.

    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).