Skip to content
Disclosery

OSAIC HOLDINGS, INC.: MSDL position timeline

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

OSAIC HOLDINGS, INC. held 24,690 MSDL 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 24,690 shares
    Change vs previous 13F +7,545 shares

    <0.01% of the 13F portfolio, value $373,310.

    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 17,145 shares
    Change vs previous 13F -15,662 shares

    <0.01% of the 13F portfolio, value $239,340.

    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 32,807 shares
    Change vs previous 13F -3,036 shares

    <0.01% of the 13F portfolio, value $540,654.

    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 35,843 shares
    Change vs previous 13F +2,698 shares

    <0.01% of the 13F portfolio, value $607,945.

    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 33,145 shares
    Change vs previous 13F -1,498 shares

    <0.01% of the 13F portfolio, value $620,467.

    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 34,643 shares
    Change vs previous 13F +30,154 shares

    <0.01% of the 13F portfolio, value $691,467.

    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 4,489 shares
    Change vs previous 13F +4,139 shares

    <0.01% of the 13F portfolio, value $92,739.

    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 350 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,923.

    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).