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Disclosery

OSAIC HOLDINGS, INC.: MO position timeline

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

OSAIC HOLDINGS, INC. held 1,396,779 MO 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 1,396,779 shares
    Change vs previous 13F +227,484 shares

    0.12% of the 13F portfolio, value $100,530,124.

    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 1,169,295 shares
    Change vs previous 13F -6,478 shares

    0.11% of the 13F portfolio, value $77,186,599.

    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 1,175,773 shares
    Change vs previous 13F -345,781 shares

    0.1% of the 13F portfolio, value $67,821,308.

    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 1,521,554 shares
    Change vs previous 13F +128,986 shares

    0.14% of the 13F portfolio, value $101,282,704.

    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 1,392,568 shares
    Change vs previous 13F +238,487 shares

    0.15% of the 13F portfolio, value $81,993,529.

    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 1,154,081 shares
    Change vs previous 13F +39,683 shares

    0.15% of the 13F portfolio, value $69,297,006.

    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 1,114,398 shares
    Change vs previous 13F +3,355 shares

    0.13% of the 13F portfolio, value $57,752,690.

    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 1,111,043 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $56,731,742.

    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).