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OSAIC HOLDINGS, INC.: MTUM position timeline

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

OSAIC HOLDINGS, INC. held 344,387 MTUM 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 344,387 shares
    Change vs previous 13F +19,851 shares

    0.14% of the 13F portfolio, value $118,194,125.

    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 324,536 shares
    Change vs previous 13F -17,340 shares

    0.11% of the 13F portfolio, value $77,962,503.

    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 341,876 shares
    Change vs previous 13F -97,349 shares

    0.13% of the 13F portfolio, value $85,658,747.

    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 439,225 shares
    Change vs previous 13F -78,059 shares

    0.15% of the 13F portfolio, value $110,304,595.

    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 517,284 shares
    Change vs previous 13F +193,332 shares

    0.21% of the 13F portfolio, value $120,371,218.

    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 323,952 shares
    Change vs previous 13F +47,609 shares

    0.15% of the 13F portfolio, value $65,513,497.

    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 276,343 shares
    Change vs previous 13F +86,779 shares

    0.11% of the 13F portfolio, value $48,977,862.

    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 189,564 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $38,444,923.

    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).