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Disclosery

OSAIC HOLDINGS, INC.: NB position timeline

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

OSAIC HOLDINGS, INC. held 213,720 NB 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 213,720 shares
    Change vs previous 13F +8,504 shares

    <0.01% of the 13F portfolio, value $1,030,118.

    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 205,216 shares
    Change vs previous 13F +34,080 shares

    <0.01% of the 13F portfolio, value $915,256.

    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 171,136 shares
    Change vs previous 13F +26,512 shares

    <0.01% of the 13F portfolio, value $907,018.

    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 144,624 shares
    Change vs previous 13F +113,215 shares

    <0.01% of the 13F portfolio, value $720,388.

    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 31,409 shares
    Change vs previous 13F -17,234 shares

    <0.01% of the 13F portfolio, value $73,181.

    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 48,643 shares
    Change vs previous 13F +15,458 shares

    <0.01% of the 13F portfolio, value $95,826.

    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 33,185 shares
    Change vs previous 13F -150 shares

    <0.01% of the 13F portfolio, value $51,436.

    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 33,335 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $72,670.

    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).