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OSAIC HOLDINGS, INC.: OMF position timeline

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

OSAIC HOLDINGS, INC. held 44,008 OMF 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 44,008 shares
    Change vs previous 13F -12,064 shares

    <0.01% of the 13F portfolio, value $2,683,201.

    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 56,072 shares
    Change vs previous 13F +2,522 shares

    <0.01% of the 13F portfolio, value $2,999,198.

    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 53,550 shares
    Change vs previous 13F -7,581 shares

    0.01% of the 13F portfolio, value $3,617,380.

    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 61,131 shares
    Change vs previous 13F +1,845 shares

    0.01% of the 13F portfolio, value $3,649,087.

    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 59,286 shares
    Change vs previous 13F +38,299 shares

    0.01% of the 13F portfolio, value $3,207,651.

    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 20,987 shares
    Change vs previous 13F -11,752 shares

    <0.01% of the 13F portfolio, value $1,026,096.

    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 32,739 shares
    Change vs previous 13F +3,457 shares

    <0.01% of the 13F portfolio, value $1,706,889.

    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 29,282 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,378,318.

    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).