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OSAIC HOLDINGS, INC.: KBA position timeline

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

OSAIC HOLDINGS, INC. held 30,500 KBA 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 30,500 shares
    Change vs previous 13F +9,665 shares

    <0.01% of the 13F portfolio, value $1,049,812.

    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 20,835 shares
    Change vs previous 13F -109 shares

    <0.01% of the 13F portfolio, value $630,725.

    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 20,944 shares
    Change vs previous 13F -31,312 shares

    <0.01% of the 13F portfolio, value $647,447.

    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 52,256 shares
    Change vs previous 13F +48,124 shares

    <0.01% of the 13F portfolio, value $1,546,204.

    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 4,132 shares
    Change vs previous 13F +394 shares

    <0.01% of the 13F portfolio, value $100,346.

    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 3,738 shares
    Change vs previous 13F +1,872 shares

    <0.01% of the 13F portfolio, value $88,293.

    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 1,866 shares
    Change vs previous 13F -901 shares

    <0.01% of the 13F portfolio, value $43,757.

    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 2,767 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $71,767.

    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).