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OSAIC HOLDINGS, INC.: LVHI position timeline

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

OSAIC HOLDINGS, INC. held 1,601,132 LVHI 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 1,601,132 shares
    Change vs previous 13F +415,853 shares

    0.08% of the 13F portfolio, value $64,990,741.

    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 1,185,279 shares
    Change vs previous 13F -60,805 shares

    0.07% of the 13F portfolio, value $48,050,542.

    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 1,246,084 shares
    Change vs previous 13F -278,142 shares

    0.07% of the 13F portfolio, value $45,880,648.

    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 1,524,226 shares
    Change vs previous 13F +112,019 shares

    0.07% of the 13F portfolio, value $52,894,999.

    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 1,412,207 shares
    Change vs previous 13F +633,198 shares

    0.08% of the 13F portfolio, value $45,884,878.

    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 779,009 shares
    Change vs previous 13F +210,278 shares

    0.06% of the 13F portfolio, value $25,216,580.

    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 568,731 shares
    Change vs previous 13F -113,233 shares

    0.04% of the 13F portfolio, value $17,357,795.

    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 681,964 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $21,195,911.

    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).