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OSAIC HOLDINGS, INC.: KWY position timeline

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

OSAIC HOLDINGS, INC. held 25,070 KWY 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 25,070 shares
    Change vs previous 13F +20,544 shares

    <0.01% of the 13F portfolio, value $261,229.

    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 4,526 shares
    Change vs previous 13F -2,318 shares

    <0.01% of the 13F portfolio, value $47,205.

    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 6,844 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $92,051.

    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 6,811 shares
    Change vs previous 13F -114 shares

    <0.01% of the 13F portfolio, value $99,344.

    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 6,925 shares
    Change vs previous 13F +1,015 shares

    <0.01% of the 13F portfolio, value $93,764.

    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 5,910 shares
    Change vs previous 13F -3,598 shares

    <0.01% of the 13F portfolio, value $46,807.

    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 9,508 shares
    Change vs previous 13F +98 shares

    <0.01% of the 13F portfolio, value $79,581.

    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 9,410 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $77,914.

    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).