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OSAIC HOLDINGS, INC.: PBDC position timeline

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

OSAIC HOLDINGS, INC. held 11,835 PBDC 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 11,835 shares
    Change vs previous 13F +2,137 shares

    <0.01% of the 13F portfolio, value $322,149.

    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 9,698 shares
    Change vs previous 13F -8,731 shares

    <0.01% of the 13F portfolio, value $267,596.

    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 18,429 shares
    Change vs previous 13F -14,758 shares

    <0.01% of the 13F portfolio, value $564,089.

    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 33,187 shares
    Change vs previous 13F +6,685 shares

    <0.01% of the 13F portfolio, value $1,113,157.

    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 26,502 shares
    Change vs previous 13F -251 shares

    <0.01% of the 13F portfolio, value $897,846.

    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 26,753 shares
    Change vs previous 13F +6,625 shares

    <0.01% of the 13F portfolio, value $927,997.

    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 20,128 shares
    Change vs previous 13F +916 shares

    <0.01% of the 13F portfolio, value $693,499.

    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 19,212 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $649,846.

    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).