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Disclosery

OSAIC HOLDINGS, INC.: MSM position timeline

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

OSAIC HOLDINGS, INC. held 21,333 MSM 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 21,333 shares
    Change vs previous 13F +10,442 shares

    <0.01% of the 13F portfolio, value $2,541,627.

    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 10,891 shares
    Change vs previous 13F -8,870 shares

    <0.01% of the 13F portfolio, value $1,006,161.

    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 19,761 shares
    Change vs previous 13F -102 shares

    <0.01% of the 13F portfolio, value $1,664,556.

    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 19,863 shares
    Change vs previous 13F -617 shares

    <0.01% of the 13F portfolio, value $1,813,348.

    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 20,480 shares
    Change vs previous 13F +6,274 shares

    <0.01% of the 13F portfolio, value $1,743,905.

    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 14,206 shares
    Change vs previous 13F -4,518 shares

    <0.01% of the 13F portfolio, value $1,105,369.

    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 18,724 shares
    Change vs previous 13F -139 shares

    <0.01% of the 13F portfolio, value $1,400,001.

    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 18,863 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,624,999.

    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).