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OSAIC HOLDINGS, INC.: PEP position timeline

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

OSAIC HOLDINGS, INC. held 537,203 PEP 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 537,203 shares
    Change vs previous 13F +32,303 shares

    0.09% of the 13F portfolio, value $72,785,001.

    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 504,900 shares
    Change vs previous 13F +30,527 shares

    0.11% of the 13F portfolio, value $78,452,935.

    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 474,373 shares
    Change vs previous 13F -80,908 shares

    0.1% of the 13F portfolio, value $68,139,698.

    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 555,281 shares
    Change vs previous 13F +28,731 shares

    0.11% of the 13F portfolio, value $80,496,131.

    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 526,550 shares
    Change vs previous 13F +102,437 shares

    0.13% of the 13F portfolio, value $70,746,275.

    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 424,113 shares
    Change vs previous 13F -26,815 shares

    0.14% of the 13F portfolio, value $63,650,129.

    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 450,928 shares
    Change vs previous 13F -24,689 shares

    0.15% of the 13F portfolio, value $65,354,191.

    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 475,617 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $80,934,537.

    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).