Skip to content
Disclosery

OSAIC HOLDINGS, INC.: KBDC position timeline

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

OSAIC HOLDINGS, INC. held 44,676 KBDC 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 44,676 shares
    Change vs previous 13F +33,775 shares

    <0.01% of the 13F portfolio, value $604,466.

    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 10,901 shares
    Change vs previous 13F +590 shares

    <0.01% of the 13F portfolio, value $149,561.

    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 10,311 shares
    Change vs previous 13F -259 shares

    <0.01% of the 13F portfolio, value $147,653.

    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 10,570 shares
    Change vs previous 13F +302 shares

    <0.01% of the 13F portfolio, value $160,238.

    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 10,268 shares
    Change vs previous 13F +4,261 shares

    <0.01% of the 13F portfolio, value $156,685.

    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 6,007 shares
    Change vs previous 13F +1,007 shares

    <0.01% of the 13F portfolio, value $97,431.

    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 5,000 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $82,700.

    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).