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OSAIC HOLDINGS, INC.: PBA position timeline

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

OSAIC HOLDINGS, INC. held 40,740 PBA 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 40,740 shares
    Change vs previous 13F -1,820 shares

    <0.01% of the 13F portfolio, value $1,884,494.

    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 42,560 shares
    Change vs previous 13F +1,725 shares

    <0.01% of the 13F portfolio, value $1,905,319.

    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 40,835 shares
    Change vs previous 13F +14,470 shares

    <0.01% of the 13F portfolio, value $1,554,729.

    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 26,365 shares
    Change vs previous 13F +2,806 shares

    <0.01% of the 13F portfolio, value $1,013,555.

    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 23,559 shares
    Change vs previous 13F -3,952 shares

    <0.01% of the 13F portfolio, value $884,667.

    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 27,511 shares
    Change vs previous 13F +2,367 shares

    <0.01% of the 13F portfolio, value $1,101,625.

    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 25,144 shares
    Change vs previous 13F +785 shares

    <0.01% of the 13F portfolio, value $929,190.

    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 24,359 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,004,832.

    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).