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Disclosery

OSAIC HOLDINGS, INC.: OWL position timeline

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

OSAIC HOLDINGS, INC. held 122,598 OWL 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 122,598 shares
    Change vs previous 13F +24,397 shares

    <0.01% of the 13F portfolio, value $1,072,782.

    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 98,201 shares
    Change vs previous 13F +38,554 shares

    <0.01% of the 13F portfolio, value $896,611.

    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 59,647 shares
    Change vs previous 13F -34,038 shares

    <0.01% of the 13F portfolio, value $891,197.

    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 93,685 shares
    Change vs previous 13F +7,822 shares

    <0.01% of the 13F portfolio, value $1,702,549.

    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 85,863 shares
    Change vs previous 13F +5,800 shares

    <0.01% of the 13F portfolio, value $1,651,102.

    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 80,063 shares
    Change vs previous 13F -13,893 shares

    <0.01% of the 13F portfolio, value $1,604,528.

    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 93,956 shares
    Change vs previous 13F -1,721 shares

    <0.01% of the 13F portfolio, value $2,185,511.

    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 95,677 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,852,320.

    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).