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OSAIC HOLDINGS, INC.: PEY position timeline

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

OSAIC HOLDINGS, INC. held 168,241 PEY 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 168,241 shares
    Change vs previous 13F +15,515 shares

    <0.01% of the 13F portfolio, value $3,899,863.

    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 152,726 shares
    Change vs previous 13F -7,506 shares

    <0.01% of the 13F portfolio, value $3,271,419.

    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 160,232 shares
    Change vs previous 13F -32,796 shares

    <0.01% of the 13F portfolio, value $3,267,107.

    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 193,028 shares
    Change vs previous 13F -1,086 shares

    0.01% of the 13F portfolio, value $4,121,692.

    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 194,114 shares
    Change vs previous 13F -4,081 shares

    0.01% of the 13F portfolio, value $3,961,870.

    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 198,195 shares
    Change vs previous 13F +37,614 shares

    0.01% of the 13F portfolio, value $4,255,247.

    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 160,581 shares
    Change vs previous 13F +13,947 shares

    0.01% of the 13F portfolio, value $3,413,946.

    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 146,634 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,215,590.

    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).