Skip to content

OSAIC HOLDINGS, INC.: KWEB position timeline

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

OSAIC HOLDINGS, INC. held 29,544 KWEB 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 29,544 shares
    Change vs previous 13F +4,623 shares

    <0.01% of the 13F portfolio, value $722,976.

    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 24,921 shares
    Change vs previous 13F -6,708 shares

    <0.01% of the 13F portfolio, value $708,523.

    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 31,629 shares
    Change vs previous 13F -5,883 shares

    <0.01% of the 13F portfolio, value $1,077,126.

    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 37,512 shares
    Change vs previous 13F -2,796 shares

    <0.01% of the 13F portfolio, value $1,482,983.

    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 40,308 shares
    Change vs previous 13F +3,135 shares

    <0.01% of the 13F portfolio, value $1,383,929.

    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 37,173 shares
    Change vs previous 13F +12,555 shares

    <0.01% of the 13F portfolio, value $1,297,861.

    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 24,618 shares
    Change vs previous 13F -14,372 shares

    <0.01% of the 13F portfolio, value $719,823.

    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 38,990 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,326,538.

    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).