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OSAIC HOLDINGS, INC.: LMBS position timeline

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

OSAIC HOLDINGS, INC. held 762,206 LMBS 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 762,206 shares
    Change vs previous 13F +69,723 shares

    0.04% of the 13F portfolio, value $37,953,681.

    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 692,483 shares
    Change vs previous 13F +19,562 shares

    0.05% of the 13F portfolio, value $34,500,346.

    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 672,921 shares
    Change vs previous 13F -199,773 shares

    0.05% of the 13F portfolio, value $33,649,839.

    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 872,694 shares
    Change vs previous 13F +21,734 shares

    0.06% of the 13F portfolio, value $43,351,451.

    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 850,960 shares
    Change vs previous 13F +175,338 shares

    0.07% of the 13F portfolio, value $41,927,786.

    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 675,622 shares
    Change vs previous 13F +197,366 shares

    0.07% of the 13F portfolio, value $33,226,053.

    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 478,256 shares
    Change vs previous 13F -105,312 shares

    0.05% of the 13F portfolio, value $23,287,413.

    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 583,568 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $28,845,339.

    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).