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OSAIC HOLDINGS, INC.: KBWB position timeline

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

OSAIC HOLDINGS, INC. held 727,529 KBWB 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 727,529 shares
    Change vs previous 13F -10,727 shares

    0.08% of the 13F portfolio, value $67,646,927.

    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 738,256 shares
    Change vs previous 13F +15,416 shares

    0.09% of the 13F portfolio, value $58,412,349.

    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 722,840 shares
    Change vs previous 13F -13,545 shares

    0.09% of the 13F portfolio, value $60,929,031.

    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 736,385 shares
    Change vs previous 13F +696,676 shares

    0.08% of the 13F portfolio, value $57,580,806.

    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 39,709 shares
    Change vs previous 13F -3,780 shares

    0.01% of the 13F portfolio, value $2,844,221.

    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 43,489 shares
    Change vs previous 13F +27,347 shares

    0.01% of the 13F portfolio, value $2,729,909.

    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 16,142 shares
    Change vs previous 13F +6,077 shares

    <0.01% of the 13F portfolio, value $1,054,941.

    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 10,065 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $589,956.

    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).