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Disclosery

OSAIC HOLDINGS, INC.: OTIS position timeline

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

OSAIC HOLDINGS, INC. held 87,336 OTIS 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 87,336 shares
    Change vs previous 13F +514 shares

    0.01% of the 13F portfolio, value $6,255,507.

    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 86,822 shares
    Change vs previous 13F +10,530 shares

    0.01% of the 13F portfolio, value $6,694,014.

    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 76,292 shares
    Change vs previous 13F +4,373 shares

    0.01% of the 13F portfolio, value $6,667,433.

    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 71,919 shares
    Change vs previous 13F +19,280 shares

    0.01% of the 13F portfolio, value $6,485,351.

    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 52,639 shares
    Change vs previous 13F +4,497 shares

    0.01% of the 13F portfolio, value $5,220,951.

    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 48,142 shares
    Change vs previous 13F -28,924 shares

    0.01% of the 13F portfolio, value $4,972,048.

    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 77,066 shares
    Change vs previous 13F +171 shares

    0.02% of the 13F portfolio, value $6,939,087.

    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 76,895 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,006,452.

    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).