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OSAIC HOLDINGS, INC.: PEG position timeline

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

OSAIC HOLDINGS, INC. held 139,593 PEG 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 139,593 shares
    Change vs previous 13F -4,399 shares

    0.01% of the 13F portfolio, value $11,332,837.

    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 143,992 shares
    Change vs previous 13F -11,187 shares

    0.02% of the 13F portfolio, value $11,658,794.

    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 155,179 shares
    Change vs previous 13F -109,024 shares

    0.02% of the 13F portfolio, value $12,464,326.

    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 264,203 shares
    Change vs previous 13F +50,901 shares

    0.03% of the 13F portfolio, value $21,945,562.

    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 213,302 shares
    Change vs previous 13F +131,442 shares

    0.03% of the 13F portfolio, value $17,785,272.

    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 81,860 shares
    Change vs previous 13F -27,215 shares

    0.02% of the 13F portfolio, value $6,740,005.

    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 109,075 shares
    Change vs previous 13F +7,093 shares

    0.02% of the 13F portfolio, value $8,589,364.

    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 101,982 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,099,430.

    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).