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OSAIC HOLDINGS, INC.: KBWP position timeline

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

OSAIC HOLDINGS, INC. held 5,066 KBWP 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 5,066 shares
    Change vs previous 13F +2,637 shares

    <0.01% of the 13F portfolio, value $642,993.

    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 2,429 shares
    Change vs previous 13F -3,386 shares

    <0.01% of the 13F portfolio, value $289,652.

    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 5,815 shares
    Change vs previous 13F -5,157 shares

    <0.01% of the 13F portfolio, value $741,231.

    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 10,972 shares
    Change vs previous 13F -746 shares

    <0.01% of the 13F portfolio, value $1,337,190.

    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 11,718 shares
    Change vs previous 13F +1,955 shares

    <0.01% of the 13F portfolio, value $1,439,869.

    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 9,763 shares
    Change vs previous 13F +2,023 shares

    <0.01% of the 13F portfolio, value $1,216,956.

    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 7,740 shares
    Change vs previous 13F +1,140 shares

    <0.01% of the 13F portfolio, value $898,458.

    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 6,600 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $762,537.

    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).