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Disclosery

OSAIC HOLDINGS, INC.: P position timeline

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

OSAIC HOLDINGS, INC. held 99,549 P 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 99,549 shares
    Change vs previous 13F +48,184 shares

    0.01% of the 13F portfolio, value $7,843,367.

    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 51,365 shares
    Change vs previous 13F -82,415 shares

    <0.01% of the 13F portfolio, value $3,032,557.

    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 133,780 shares
    Change vs previous 13F -66,062 shares

    0.01% of the 13F portfolio, value $8,964,563.

    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 199,842 shares
    Change vs previous 13F +131,535 shares

    0.02% of the 13F portfolio, value $16,495,811.

    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 68,307 shares
    Change vs previous 13F +17,614 shares

    0.01% of the 13F portfolio, value $3,836,762.

    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 50,693 shares
    Change vs previous 13F +14,072 shares

    0.01% of the 13F portfolio, value $2,244,106.

    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 36,621 shares
    Change vs previous 13F -34,043 shares

    <0.01% of the 13F portfolio, value $2,166,612.

    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 70,664 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,549,919.

    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).