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OSAIC HOLDINGS, INC.: PBI position timeline

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

OSAIC HOLDINGS, INC. held 87,214 PBI 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 87,214 shares
    Change vs previous 13F -12,325 shares

    <0.01% of the 13F portfolio, value $1,528,011.

    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 99,539 shares
    Change vs previous 13F +8,334 shares

    <0.01% of the 13F portfolio, value $1,099,906.

    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 91,205 shares
    Change vs previous 13F -32,089 shares

    <0.01% of the 13F portfolio, value $964,038.

    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 123,294 shares
    Change vs previous 13F +23,228 shares

    <0.01% of the 13F portfolio, value $1,489,094.

    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 100,066 shares
    Change vs previous 13F -2,922 shares

    <0.01% of the 13F portfolio, value $1,091,725.

    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 102,988 shares
    Change vs previous 13F -3,464 shares

    <0.01% of the 13F portfolio, value $932,037.

    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 106,452 shares
    Change vs previous 13F -856 shares

    <0.01% of the 13F portfolio, value $770,714.

    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 107,308 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $765,101.

    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).