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OSAIC HOLDINGS, INC.: ORI position timeline

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

OSAIC HOLDINGS, INC. held 95,328 ORI 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 95,328 shares
    Change vs previous 13F +3,438 shares

    <0.01% of the 13F portfolio, value $3,901,125.

    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 91,890 shares
    Change vs previous 13F -6,446 shares

    0.01% of the 13F portfolio, value $3,666,661.

    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 98,336 shares
    Change vs previous 13F -116,812 shares

    0.01% of the 13F portfolio, value $4,488,324.

    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 215,148 shares
    Change vs previous 13F +82,521 shares

    0.01% of the 13F portfolio, value $8,674,914.

    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 132,627 shares
    Change vs previous 13F +21,488 shares

    0.01% of the 13F portfolio, value $5,101,895.

    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 111,139 shares
    Change vs previous 13F -489 shares

    0.01% of the 13F portfolio, value $4,358,906.

    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 111,628 shares
    Change vs previous 13F +21,664 shares

    0.01% of the 13F portfolio, value $4,039,820.

    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 89,964 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,186,471.

    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).