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Disclosery

OSAIC HOLDINGS, INC.: OC position timeline

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

OSAIC HOLDINGS, INC. held 10,763 OC 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 10,763 shares
    Change vs previous 13F +149 shares

    <0.01% of the 13F portfolio, value $1,711,837.

    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 10,614 shares
    Change vs previous 13F +609 shares

    <0.01% of the 13F portfolio, value $1,149,098.

    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 10,005 shares
    Change vs previous 13F -1,244 shares

    <0.01% of the 13F portfolio, value $1,120,039.

    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 11,249 shares
    Change vs previous 13F +193 shares

    <0.01% of the 13F portfolio, value $1,672,554.

    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 11,056 shares
    Change vs previous 13F +836 shares

    <0.01% of the 13F portfolio, value $1,521,312.

    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 10,220 shares
    Change vs previous 13F -14,239 shares

    <0.01% of the 13F portfolio, value $1,460,432.

    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 24,459 shares
    Change vs previous 13F +3,047 shares

    0.01% of the 13F portfolio, value $4,166,345.

    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 21,412 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,779,940.

    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).