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OSAIC HOLDINGS, INC.: KBWY position timeline

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

OSAIC HOLDINGS, INC. held 43,575 KBWY 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 43,575 shares
    Change vs previous 13F +14,174 shares

    <0.01% of the 13F portfolio, value $809,181.

    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 29,401 shares
    Change vs previous 13F +14,463 shares

    <0.01% of the 13F portfolio, value $449,238.

    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 14,938 shares
    Change vs previous 13F -1,317 shares

    <0.01% of the 13F portfolio, value $230,513.

    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 16,255 shares
    Change vs previous 13F -9,129 shares

    <0.01% of the 13F portfolio, value $263,898.

    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 25,384 shares
    Change vs previous 13F +1,956 shares

    <0.01% of the 13F portfolio, value $399,324.

    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 23,428 shares
    Change vs previous 13F -1,699 shares

    <0.01% of the 13F portfolio, value $391,019.

    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 25,127 shares
    Change vs previous 13F +2,019 shares

    <0.01% of the 13F portfolio, value $450,026.

    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 23,108 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $487,576.

    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).