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OSAIC HOLDINGS, INC.: LAD position timeline

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

OSAIC HOLDINGS, INC. held 7,203 LAD 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 7,203 shares
    Change vs previous 13F +342 shares

    <0.01% of the 13F portfolio, value $2,092,876.

    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 6,861 shares
    Change vs previous 13F -190 shares

    <0.01% of the 13F portfolio, value $1,713,368.

    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 7,051 shares
    Change vs previous 13F -1,663 shares

    <0.01% of the 13F portfolio, value $2,343,711.

    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 8,714 shares
    Change vs previous 13F +1,279 shares

    <0.01% of the 13F portfolio, value $2,909,118.

    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 7,435 shares
    Change vs previous 13F +230 shares

    <0.01% of the 13F portfolio, value $2,507,199.

    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 7,205 shares
    Change vs previous 13F +5,475 shares

    <0.01% of the 13F portfolio, value $2,115,397.

    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 1,730 shares
    Change vs previous 13F +165 shares

    <0.01% of the 13F portfolio, value $618,408.

    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 1,565 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $497,133.

    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).