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OSAIC HOLDINGS, INC.: MTB position timeline

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

OSAIC HOLDINGS, INC. held 49,796 MTB 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 49,796 shares
    Change vs previous 13F +2,077 shares

    0.01% of the 13F portfolio, value $11,856,698.

    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 47,719 shares
    Change vs previous 13F +2,511 shares

    0.01% of the 13F portfolio, value $9,867,840.

    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 45,208 shares
    Change vs previous 13F -7,249 shares

    0.01% of the 13F portfolio, value $9,113,232.

    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 52,457 shares
    Change vs previous 13F +1,037 shares

    0.01% of the 13F portfolio, value $10,458,066.

    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 51,420 shares
    Change vs previous 13F +6,933 shares

    0.02% of the 13F portfolio, value $9,936,028.

    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 44,487 shares
    Change vs previous 13F -7,705 shares

    0.02% of the 13F portfolio, value $7,956,371.

    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 52,192 shares
    Change vs previous 13F +1,446 shares

    0.02% of the 13F portfolio, value $9,109,178.

    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 50,746 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,041,199.

    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).