Skip to content
Disclosery

OSAIC HOLDINGS, INC.: KBWD position timeline

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

OSAIC HOLDINGS, INC. held 51,402 KBWD 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 51,402 shares
    Change vs previous 13F -1,666 shares

    <0.01% of the 13F portfolio, value $638,443.

    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 53,068 shares
    Change vs previous 13F -4,585 shares

    <0.01% of the 13F portfolio, value $665,494.

    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 57,653 shares
    Change vs previous 13F +23,317 shares

    <0.01% of the 13F portfolio, value $787,584.

    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 34,336 shares
    Change vs previous 13F -1,431 shares

    <0.01% of the 13F portfolio, value $482,688.

    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 35,767 shares
    Change vs previous 13F -6,294 shares

    <0.01% of the 13F portfolio, value $496,129.

    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 42,061 shares
    Change vs previous 13F +745 shares

    <0.01% of the 13F portfolio, value $607,841.

    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 41,316 shares
    Change vs previous 13F +241 shares

    <0.01% of the 13F portfolio, value $606,134.

    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 41,075 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $627,654.

    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).