Skip to content
Disclosery

OSAIC HOLDINGS, INC.: PBW position timeline

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

OSAIC HOLDINGS, INC. held 61,889 PBW 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 61,889 shares
    Change vs previous 13F +34,561 shares

    <0.01% of the 13F portfolio, value $2,414,368.

    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 27,328 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $863,075.

    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 27,317 shares
    Change vs previous 13F -23,976 shares

    <0.01% of the 13F portfolio, value $834,424.

    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 51,293 shares
    Change vs previous 13F +11,464 shares

    <0.01% of the 13F portfolio, value $1,403,443.

    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 39,829 shares
    Change vs previous 13F +1,493 shares

    <0.01% of the 13F portfolio, value $793,463.

    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 38,336 shares
    Change vs previous 13F -3,560 shares

    <0.01% of the 13F portfolio, value $603,432.

    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 41,896 shares
    Change vs previous 13F -4,205 shares

    <0.01% of the 13F portfolio, value $838,361.

    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 46,101 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $923,437.

    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).