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OSAIC HOLDINGS, INC.: ORC position timeline

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

OSAIC HOLDINGS, INC. held 92,400 ORC 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 92,400 shares
    Change vs previous 13F +25,510 shares

    <0.01% of the 13F portfolio, value $644,029.

    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 66,890 shares
    Change vs previous 13F +4,737 shares

    <0.01% of the 13F portfolio, value $470,231.

    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 62,153 shares
    Change vs previous 13F -1,119 shares

    <0.01% of the 13F portfolio, value $447,506.

    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 63,272 shares
    Change vs previous 13F +14,276 shares

    <0.01% of the 13F portfolio, value $446,164.

    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 48,996 shares
    Change vs previous 13F +15,698 shares

    <0.01% of the 13F portfolio, value $343,498.

    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 33,298 shares
    Change vs previous 13F -1,992 shares

    <0.01% of the 13F portfolio, value $250,399.

    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 35,290 shares
    Change vs previous 13F -11,835 shares

    <0.01% of the 13F portfolio, value $274,561.

    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 47,125 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $387,372.

    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).