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OSAIC HOLDINGS, INC.: KBE position timeline

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

OSAIC HOLDINGS, INC. held 21,535 KBE 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 21,535 shares
    Change vs previous 13F -7,625 shares

    <0.01% of the 13F portfolio, value $1,469,797.

    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 29,160 shares
    Change vs previous 13F -5,577 shares

    <0.01% of the 13F portfolio, value $1,739,641.

    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 34,737 shares
    Change vs previous 13F +2,605 shares

    <0.01% of the 13F portfolio, value $2,111,108.

    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 32,132 shares
    Change vs previous 13F +6,369 shares

    <0.01% of the 13F portfolio, value $1,933,151.

    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 25,763 shares
    Change vs previous 13F +8,775 shares

    <0.01% of the 13F portfolio, value $1,435,189.

    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 16,988 shares
    Change vs previous 13F +8,089 shares

    <0.01% of the 13F portfolio, value $900,062.

    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 8,899 shares
    Change vs previous 13F -2,267 shares

    <0.01% of the 13F portfolio, value $493,746.

    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 11,166 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $590,608.

    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).