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OSAIC HOLDINGS, INC.: MBB position timeline

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

OSAIC HOLDINGS, INC. held 675,822 MBB 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 675,822 shares
    Change vs previous 13F +163,552 shares

    0.08% of the 13F portfolio, value $63,937,627.

    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 512,270 shares
    Change vs previous 13F +15,343 shares

    0.07% of the 13F portfolio, value $48,694,233.

    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 496,927 shares
    Change vs previous 13F -28,901 shares

    0.07% of the 13F portfolio, value $47,372,947.

    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 525,828 shares
    Change vs previous 13F -43 shares

    0.07% of the 13F portfolio, value $49,984,956.

    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 525,871 shares
    Change vs previous 13F +163,779 shares

    0.09% of the 13F portfolio, value $49,398,734.

    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 362,092 shares
    Change vs previous 13F -107,740 shares

    0.08% of the 13F portfolio, value $33,992,992.

    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 469,832 shares
    Change vs previous 13F -152,853 shares

    0.1% of the 13F portfolio, value $43,110,613.

    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 622,685 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $59,692,008.

    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).