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OSAIC HOLDINGS, INC.: MTBA position timeline

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

OSAIC HOLDINGS, INC. held 24,399 MTBA 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 24,399 shares
    Change vs previous 13F +768 shares

    <0.01% of the 13F portfolio, value $1,197,437.

    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 23,631 shares
    Change vs previous 13F +4,885 shares

    <0.01% of the 13F portfolio, value $1,168,922.

    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 18,746 shares
    Change vs previous 13F +759 shares

    <0.01% of the 13F portfolio, value $945,242.

    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 17,987 shares
    Change vs previous 13F -126 shares

    <0.01% of the 13F portfolio, value $905,028.

    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 18,113 shares
    Change vs previous 13F +343 shares

    <0.01% of the 13F portfolio, value $907,402.

    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 17,770 shares
    Change vs previous 13F +434 shares

    <0.01% of the 13F portfolio, value $891,039.

    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 17,336 shares
    Change vs previous 13F -135,846 shares

    <0.01% of the 13F portfolio, value $861,489.

    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 153,182 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,885,850.

    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).