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OSAIC HOLDINGS, INC.: OTTR position timeline

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

OSAIC HOLDINGS, INC. held 14,489 OTTR 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 14,489 shares
    Change vs previous 13F -4,983 shares

    <0.01% of the 13F portfolio, value $1,305,479.

    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 19,472 shares
    Change vs previous 13F -15,010 shares

    <0.01% of the 13F portfolio, value $1,710,624.

    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 34,482 shares
    Change vs previous 13F +2,644 shares

    <0.01% of the 13F portfolio, value $2,788,444.

    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 31,838 shares
    Change vs previous 13F +10,237 shares

    <0.01% of the 13F portfolio, value $2,667,129.

    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 21,601 shares
    Change vs previous 13F +468 shares

    <0.01% of the 13F portfolio, value $1,666,258.

    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 21,133 shares
    Change vs previous 13F -629 shares

    <0.01% of the 13F portfolio, value $1,699,600.

    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 21,762 shares
    Change vs previous 13F +2,046 shares

    <0.01% of the 13F portfolio, value $1,607,556.

    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 19,716 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,541,675.

    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).