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OSAIC HOLDINGS, INC.: L position timeline

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

OSAIC HOLDINGS, INC. held 20,397 L 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 20,397 shares
    Change vs previous 13F +3,346 shares

    <0.01% of the 13F portfolio, value $2,310,097.

    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 17,051 shares
    Change vs previous 13F +3,236 shares

    <0.01% of the 13F portfolio, value $1,820,707.

    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 13,815 shares
    Change vs previous 13F -27,146 shares

    <0.01% of the 13F portfolio, value $1,455,379.

    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 40,961 shares
    Change vs previous 13F +1,733 shares

    0.01% of the 13F portfolio, value $4,083,546.

    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 39,228 shares
    Change vs previous 13F +25,824 shares

    0.01% of the 13F portfolio, value $3,596,045.

    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 13,404 shares
    Change vs previous 13F -1,231 shares

    <0.01% of the 13F portfolio, value $1,232,114.

    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 14,635 shares
    Change vs previous 13F +6,871 shares

    <0.01% of the 13F portfolio, value $687,416.

    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 7,764 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $613,876.

    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).