Skip to content
Disclosery

OSAIC HOLDINGS, INC.: OCTW position timeline

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

OSAIC HOLDINGS, INC. held 189,674 OCTW 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 189,674 shares
    Change vs previous 13F -7,559 shares

    0.01% of the 13F portfolio, value $7,759,470.

    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 197,233 shares
    Change vs previous 13F -34,113 shares

    0.01% of the 13F portfolio, value $7,587,458.

    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 231,346 shares
    Change vs previous 13F +82,569 shares

    0.01% of the 13F portfolio, value $9,022,494.

    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 148,777 shares
    Change vs previous 13F -24,759 shares

    0.01% of the 13F portfolio, value $5,653,396.

    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 173,536 shares
    Change vs previous 13F -60,646 shares

    0.01% of the 13F portfolio, value $6,422,467.

    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 234,182 shares
    Change vs previous 13F +29,483 shares

    0.02% of the 13F portfolio, value $8,224,374.

    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 204,699 shares
    Change vs previous 13F +83,737 shares

    0.02% of the 13F portfolio, value $7,279,383.

    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 120,962 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,245,718.

    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).