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OSAIC HOLDINGS, INC.: NUV position timeline

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

OSAIC HOLDINGS, INC. held 140,428 NUV 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 140,428 shares
    Change vs previous 13F +8,027 shares

    <0.01% of the 13F portfolio, value $1,294,767.

    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 132,401 shares
    Change vs previous 13F -25,056 shares

    <0.01% of the 13F portfolio, value $1,190,298.

    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 157,457 shares
    Change vs previous 13F -38,428 shares

    <0.01% of the 13F portfolio, value $1,426,586.

    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 195,885 shares
    Change vs previous 13F +8,949 shares

    <0.01% of the 13F portfolio, value $1,715,109.

    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 186,936 shares
    Change vs previous 13F +51,376 shares

    <0.01% of the 13F portfolio, value $1,624,502.

    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 135,560 shares
    Change vs previous 13F +39,523 shares

    <0.01% of the 13F portfolio, value $1,188,893.

    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 96,037 shares
    Change vs previous 13F +41,945 shares

    <0.01% of the 13F portfolio, value $824,970.

    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 54,092 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $487,929.

    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).