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OSAIC HOLDINGS, INC.: OPFI position timeline

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

OSAIC HOLDINGS, INC. held 24,184 OPFI 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 24,184 shares
    Change vs previous 13F -6,706 shares

    <0.01% of the 13F portfolio, value $240,176.

    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 30,890 shares
    Change vs previous 13F -16,376 shares

    <0.01% of the 13F portfolio, value $238,190.

    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 47,266 shares
    Change vs previous 13F -9,417 shares

    <0.01% of the 13F portfolio, value $494,452.

    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 56,683 shares
    Change vs previous 13F +23,580 shares

    <0.01% of the 13F portfolio, value $594,642.

    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 33,103 shares
    Change vs previous 13F +11,475 shares

    <0.01% of the 13F portfolio, value $463,197.

    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 21,628 shares
    Change vs previous 13F +12,606 shares

    <0.01% of the 13F portfolio, value $201,160.

    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 9,022 shares
    Change vs previous 13F +925 shares

    <0.01% of the 13F portfolio, value $69,130.

    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 8,097 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $38,309.

    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).