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OSAIC HOLDINGS, INC.: MBC position timeline

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

OSAIC HOLDINGS, INC. held 33,100 MBC 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 33,100 shares
    Change vs previous 13F +21,779 shares

    <0.01% of the 13F portfolio, value $340,605.

    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 11,321 shares
    Change vs previous 13F -4,222 shares

    <0.01% of the 13F portfolio, value $94,088.

    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 15,543 shares
    Change vs previous 13F +1,409 shares

    <0.01% of the 13F portfolio, value $171,617.

    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 14,134 shares
    Change vs previous 13F +2,111 shares

    <0.01% of the 13F portfolio, value $184,586.

    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 12,023 shares
    Change vs previous 13F -3,262 shares

    <0.01% of the 13F portfolio, value $131,465.

    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 15,285 shares
    Change vs previous 13F -15,029 shares

    <0.01% of the 13F portfolio, value $199,633.

    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 30,314 shares
    Change vs previous 13F +50 shares

    <0.01% of the 13F portfolio, value $442,901.

    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 30,264 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $561,117.

    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).