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OSAIC HOLDINGS, INC.: MSEX position timeline

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

OSAIC HOLDINGS, INC. held 3,545 MSEX 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 3,545 shares
    Change vs previous 13F +412 shares

    <0.01% of the 13F portfolio, value $199,142.

    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 3,133 shares
    Change vs previous 13F -2,737 shares

    <0.01% of the 13F portfolio, value $163,070.

    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 5,870 shares
    Change vs previous 13F +120 shares

    <0.01% of the 13F portfolio, value $295,990.

    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 5,750 shares
    Change vs previous 13F +889 shares

    <0.01% of the 13F portfolio, value $307,963.

    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 4,861 shares
    Change vs previous 13F -2,625 shares

    <0.01% of the 13F portfolio, value $265,220.

    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 7,486 shares
    Change vs previous 13F -3,043 shares

    <0.01% of the 13F portfolio, value $480,009.

    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 10,529 shares
    Change vs previous 13F +3,249 shares

    <0.01% of the 13F portfolio, value $554,206.

    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 7,280 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $475,020.

    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).