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OSAIC HOLDINGS, INC.: LOPE position timeline

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

OSAIC HOLDINGS, INC. held 3,920 LOPE 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 3,920 shares
    Change vs previous 13F -4,417 shares

    <0.01% of the 13F portfolio, value $560,909.

    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 8,337 shares
    Change vs previous 13F +215 shares

    <0.01% of the 13F portfolio, value $1,417,410.

    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 8,122 shares
    Change vs previous 13F +4,575 shares

    <0.01% of the 13F portfolio, value $1,350,602.

    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 3,547 shares
    Change vs previous 13F +254 shares

    <0.01% of the 13F portfolio, value $739,149.

    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 3,293 shares
    Change vs previous 13F +2,629 shares

    <0.01% of the 13F portfolio, value $610,210.

    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 664 shares
    Change vs previous 13F -881 shares

    <0.01% of the 13F portfolio, value $114,884.

    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 1,545 shares
    Change vs previous 13F -444 shares

    <0.01% of the 13F portfolio, value $253,070.

    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 1,989 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $282,079.

    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).