Skip to content
Disclosery

OSAIC HOLDINGS, INC.: PEO position timeline

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

OSAIC HOLDINGS, INC. held 22,717 PEO 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 22,717 shares
    Change vs previous 13F +4,380 shares

    <0.01% of the 13F portfolio, value $561,750.

    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 18,337 shares
    Change vs previous 13F -4,105 shares

    <0.01% of the 13F portfolio, value $509,824.

    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 22,442 shares
    Change vs previous 13F +3,496 shares

    <0.01% of the 13F portfolio, value $488,072.

    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 18,946 shares
    Change vs previous 13F -2,050 shares

    <0.01% of the 13F portfolio, value $416,563.

    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 20,996 shares
    Change vs previous 13F +4,777 shares

    <0.01% of the 13F portfolio, value $448,907.

    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 16,219 shares
    Change vs previous 13F -2,071 shares

    <0.01% of the 13F portfolio, value $370,035.

    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 18,290 shares
    Change vs previous 13F +9,279 shares

    <0.01% of the 13F portfolio, value $397,108.

    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 9,011 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $209,252.

    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).