OSAIC HOLDINGS, INC.: PBP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on PBP, newest first. How the timeline and the estimate are built.
OSAIC HOLDINGS, INC. held 1,881 PBP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,881 sharesChange vs previous 13F -492 shares
<0.01% of the 13F portfolio, value $43,081.
13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,373 sharesChange vs previous 13F -432,896 shares
<0.01% of the 13F portfolio, value $52,198.
13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 435,269 sharesChange vs previous 13F -47,850 shares
0.01% of the 13F portfolio, value $9,938,037.
13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 483,119 sharesChange vs previous 13F +71,436 shares
0.01% of the 13F portfolio, value $10,671,277.
13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 411,683 sharesChange vs previous 13F -222,896 shares
0.02% of the 13F portfolio, value $9,000,088.
13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 634,579 sharesChange vs previous 13F +631,884 shares
0.03% of the 13F portfolio, value $14,069,416.
13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 2,695 sharesChange vs previous 13F -2,369 shares
<0.01% of the 13F portfolio, value $63,521.
13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,064 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $115,656.
13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).