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OSAIC HOLDINGS, INC.: PCEF position timeline

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

OSAIC HOLDINGS, INC. held 365,033 PCEF 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 365,033 shares
    Change vs previous 13F +93,233 shares

    0.01% of the 13F portfolio, value $7,414,496.

    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 271,800 shares
    Change vs previous 13F +129,638 shares

    0.01% of the 13F portfolio, value $5,115,943.

    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 142,162 shares
    Change vs previous 13F -39,209 shares

    <0.01% of the 13F portfolio, value $2,826,891.

    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 181,371 shares
    Change vs previous 13F -3,940 shares

    0.01% of the 13F portfolio, value $3,620,959.

    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 185,311 shares
    Change vs previous 13F +12,414 shares

    0.01% of the 13F portfolio, value $3,621,825.

    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 172,897 shares
    Change vs previous 13F -21,291 shares

    0.01% of the 13F portfolio, value $3,259,710.

    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 194,188 shares
    Change vs previous 13F +20,234 shares

    0.01% of the 13F portfolio, value $3,721,384.

    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 173,954 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,429,432.

    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).