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OSAIC HOLDINGS, INC.: MOAT position timeline

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

OSAIC HOLDINGS, INC. held 637,255 MOAT 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 637,255 shares
    Change vs previous 13F -1,391 shares

    0.08% of the 13F portfolio, value $66,268,397.

    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 638,646 shares
    Change vs previous 13F +55,345 shares

    0.09% of the 13F portfolio, value $61,776,421.

    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 583,301 shares
    Change vs previous 13F -158,602 shares

    0.09% of the 13F portfolio, value $60,430,740.

    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 741,903 shares
    Change vs previous 13F +134,748 shares

    0.1% of the 13F portfolio, value $73,137,983.

    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 607,155 shares
    Change vs previous 13F -107,850 shares

    0.1% of the 13F portfolio, value $56,956,801.

    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 715,005 shares
    Change vs previous 13F -109,947 shares

    0.14% of the 13F portfolio, value $62,934,747.

    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 824,952 shares
    Change vs previous 13F +60,020 shares

    0.17% of the 13F portfolio, value $76,510,980.

    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 764,932 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $74,171,467.

    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).