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OSAIC HOLDINGS, INC.: MORN position timeline

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

OSAIC HOLDINGS, INC. held 8,718 MORN 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 8,718 shares
    Change vs previous 13F -13,895 shares

    <0.01% of the 13F portfolio, value $1,360,166.

    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 22,613 shares
    Change vs previous 13F +4,800 shares

    0.01% of the 13F portfolio, value $3,822,641.

    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 17,813 shares
    Change vs previous 13F -1,094 shares

    0.01% of the 13F portfolio, value $3,870,887.

    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 18,907 shares
    Change vs previous 13F +15,511 shares

    0.01% of the 13F portfolio, value $4,392,832.

    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 3,396 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $1,066,100.

    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 3,363 shares
    Change vs previous 13F +37 shares

    <0.01% of the 13F portfolio, value $1,008,477.

    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 3,326 shares
    Change vs previous 13F +1,164 shares

    <0.01% of the 13F portfolio, value $1,120,220.

    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 2,162 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $690,009.

    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).