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OSAIC HOLDINGS, INC.: LPLA position timeline

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

OSAIC HOLDINGS, INC. held 16,124 LPLA 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 16,124 shares
    Change vs previous 13F +1,762 shares

    0.01% of the 13F portfolio, value $4,542,809.

    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 14,362 shares
    Change vs previous 13F +3,289 shares

    0.01% of the 13F portfolio, value $4,321,339.

    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 11,073 shares
    Change vs previous 13F -1,837 shares

    0.01% of the 13F portfolio, value $3,956,356.

    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 12,910 shares
    Change vs previous 13F -174 shares

    0.01% of the 13F portfolio, value $4,569,926.

    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 13,084 shares
    Change vs previous 13F +2,673 shares

    0.01% of the 13F portfolio, value $4,896,742.

    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 10,411 shares
    Change vs previous 13F +3,403 shares

    0.01% of the 13F portfolio, value $3,406,913.

    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 7,008 shares
    Change vs previous 13F -2,072 shares

    0.01% of the 13F portfolio, value $2,288,458.

    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 9,080 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,112,438.

    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).