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OSAIC HOLDINGS, INC.: MBWM position timeline

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

OSAIC HOLDINGS, INC. held 25,270 MBWM 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 25,270 shares
    Change vs previous 13F -82 shares

    <0.01% of the 13F portfolio, value $1,451,116.

    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 25,352 shares
    Change vs previous 13F +527 shares

    <0.01% of the 13F portfolio, value $1,280,393.

    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 24,825 shares
    Change vs previous 13F -3,373 shares

    <0.01% of the 13F portfolio, value $1,194,229.

    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 28,198 shares
    Change vs previous 13F +26,188 shares

    <0.01% of the 13F portfolio, value $1,274,866.

    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 2,010 shares
    Change vs previous 13F +28 shares

    <0.01% of the 13F portfolio, value $93,372.

    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 1,982 shares
    Change vs previous 13F -272 shares

    <0.01% of the 13F portfolio, value $86,171.

    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 2,254 shares
    Change vs previous 13F +282 shares

    <0.01% of the 13F portfolio, value $100,387.

    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 1,972 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $86,281.

    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).