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Disclosery

OSAIC HOLDINGS, INC.: NAD position timeline

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

OSAIC HOLDINGS, INC. held 396,856 NAD 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 396,856 shares
    Change vs previous 13F +27,242 shares

    0.01% of the 13F portfolio, value $4,809,974.

    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 369,614 shares
    Change vs previous 13F +41,063 shares

    0.01% of the 13F portfolio, value $4,250,647.

    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 328,551 shares
    Change vs previous 13F -17,648 shares

    0.01% of the 13F portfolio, value $3,949,270.

    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 346,199 shares
    Change vs previous 13F -1,109 shares

    0.01% of the 13F portfolio, value $3,973,597.

    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 347,308 shares
    Change vs previous 13F +97,742 shares

    0.01% of the 13F portfolio, value $3,921,919.

    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 249,566 shares
    Change vs previous 13F +27,172 shares

    0.01% of the 13F portfolio, value $2,875,058.

    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 222,394 shares
    Change vs previous 13F -4,137 shares

    0.01% of the 13F portfolio, value $2,593,137.

    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 226,531 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,804,490.

    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).