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OSAIC HOLDINGS, INC.: OUNZ position timeline

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

OSAIC HOLDINGS, INC. held 446,232 OUNZ 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 446,232 shares
    Change vs previous 13F +200,031 shares

    0.02% of the 13F portfolio, value $17,219,802.

    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 246,201 shares
    Change vs previous 13F -159,805 shares

    0.02% of the 13F portfolio, value $11,091,177.

    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 406,006 shares
    Change vs previous 13F -26,240 shares

    0.02% of the 13F portfolio, value $16,840,967.

    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 432,246 shares
    Change vs previous 13F -4,161 shares

    0.02% of the 13F portfolio, value $15,289,390.

    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 436,407 shares
    Change vs previous 13F +13,309 shares

    0.02% of the 13F portfolio, value $13,916,844.

    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 423,098 shares
    Change vs previous 13F +172,390 shares

    0.03% of the 13F portfolio, value $12,752,037.

    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 250,708 shares
    Change vs previous 13F +15,808 shares

    0.01% of the 13F portfolio, value $6,342,802.

    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 234,900 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,964,010.

    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).