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OSAIC HOLDINGS, INC.: MBS position timeline

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

OSAIC HOLDINGS, INC. held 5,308,794 MBS 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 5,308,794 shares
    Change vs previous 13F -171,723 shares

    0.05% of the 13F portfolio, value $45,814,892.

    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 5,480,517 shares
    Change vs previous 13F -1,525,943 shares

    0.07% of the 13F portfolio, value $47,461,274.

    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 7,006,460 shares
    Change vs previous 13F +52,792 shares

    0.09% of the 13F portfolio, value $61,271,498.

    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 6,953,668 shares
    Change vs previous 13F +6,953,668 shares

    0.08% of the 13F portfolio, value $60,670,753.

    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 ended2024-12-31
    13F/A 0 shares
    Change vs previous 13F -892 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 892 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,903.

    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).