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OSAIC HOLDINGS, INC.: MUNI position timeline

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

OSAIC HOLDINGS, INC. held 412,967 MUNI 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 412,967 shares
    Change vs previous 13F +131,934 shares

    0.03% of the 13F portfolio, value $21,725,017.

    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 281,033 shares
    Change vs previous 13F -101,468 shares

    0.02% of the 13F portfolio, value $14,669,263.

    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 382,501 shares
    Change vs previous 13F +58,396 shares

    0.03% of the 13F portfolio, value $20,050,285.

    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 324,105 shares
    Change vs previous 13F +65,948 shares

    0.02% of the 13F portfolio, value $16,866,577.

    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 258,157 shares
    Change vs previous 13F -88,223 shares

    0.02% of the 13F portfolio, value $13,261,888.

    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 346,380 shares
    Change vs previous 13F +270,984 shares

    0.04% of the 13F portfolio, value $17,856,526.

    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 75,396 shares
    Change vs previous 13F +9,188 shares

    0.01% of the 13F portfolio, value $3,902,071.

    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 66,208 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,508,077.

    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).