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OSAIC HOLDINGS, INC.: M position timeline

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

OSAIC HOLDINGS, INC. held 21,737 M 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 21,737 shares
    Change vs previous 13F +3,586 shares

    <0.01% of the 13F portfolio, value $512,039.

    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 18,151 shares
    Change vs previous 13F -8,179 shares

    <0.01% of the 13F portfolio, value $328,361.

    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 26,330 shares
    Change vs previous 13F +3,837 shares

    <0.01% of the 13F portfolio, value $580,698.

    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 22,493 shares
    Change vs previous 13F +346 shares

    <0.01% of the 13F portfolio, value $340,153.

    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 22,147 shares
    Change vs previous 13F +4,406 shares

    <0.01% of the 13F portfolio, value $259,610.

    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 17,741 shares
    Change vs previous 13F +2,308 shares

    <0.01% of the 13F portfolio, value $222,881.

    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 15,433 shares
    Change vs previous 13F -1,698 shares

    <0.01% of the 13F portfolio, value $260,432.

    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 17,131 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $268,831.

    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).