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OSAIC HOLDINGS, INC.: LVHD position timeline

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

OSAIC HOLDINGS, INC. held 44,362 LVHD 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 44,362 shares
    Change vs previous 13F -4,820 shares

    <0.01% of the 13F portfolio, value $1,952,169.

    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 49,182 shares
    Change vs previous 13F +2,293 shares

    <0.01% of the 13F portfolio, value $2,093,384.

    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 46,889 shares
    Change vs previous 13F -34,921 shares

    <0.01% of the 13F portfolio, value $1,871,326.

    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 81,810 shares
    Change vs previous 13F +8,787 shares

    <0.01% of the 13F portfolio, value $3,370,209.

    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 73,023 shares
    Change vs previous 13F +8,631 shares

    0.01% of the 13F portfolio, value $2,910,877.

    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 64,392 shares
    Change vs previous 13F +27,797 shares

    0.01% of the 13F portfolio, value $2,638,388.

    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 36,595 shares
    Change vs previous 13F -3,741 shares

    <0.01% of the 13F portfolio, value $1,404,228.

    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 40,336 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,642,631.

    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).