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OSAIC HOLDINGS, INC.: OEF position timeline

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

OSAIC HOLDINGS, INC. held 126,799 OEF 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 126,799 shares
    Change vs previous 13F -10,505 shares

    0.05% of the 13F portfolio, value $46,449,341.

    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 137,304 shares
    Change vs previous 13F -55,314 shares

    0.06% of the 13F portfolio, value $43,736,228.

    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 192,618 shares
    Change vs previous 13F -3,373 shares

    0.1% of the 13F portfolio, value $66,135,479.

    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 195,991 shares
    Change vs previous 13F +51,834 shares

    0.09% of the 13F portfolio, value $63,868,108.

    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 144,157 shares
    Change vs previous 13F +31,517 shares

    0.08% of the 13F portfolio, value $43,813,526.

    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 112,640 shares
    Change vs previous 13F +35,212 shares

    0.07% of the 13F portfolio, value $30,515,808.

    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 77,428 shares
    Change vs previous 13F +3,702 shares

    0.05% of the 13F portfolio, value $22,373,241.

    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 73,726 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $20,412,756.

    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).