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OSAIC HOLDINGS, INC.: PFEB position timeline

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

OSAIC HOLDINGS, INC. held 1,233,116 PFEB 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 1,233,116 shares
    Change vs previous 13F +99,496 shares

    0.06% of the 13F portfolio, value $53,097,596.

    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 1,133,620 shares
    Change vs previous 13F -58,819 shares

    0.07% of the 13F portfolio, value $45,457,896.

    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 1,192,439 shares
    Change vs previous 13F -69,280 shares

    0.07% of the 13F portfolio, value $48,555,029.

    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 1,261,719 shares
    Change vs previous 13F +105,860 shares

    0.07% of the 13F portfolio, value $49,820,320.

    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 1,155,859 shares
    Change vs previous 13F +433,085 shares

    0.08% of the 13F portfolio, value $43,933,844.

    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 722,774 shares
    Change vs previous 13F -63,545 shares

    0.06% of the 13F portfolio, value $25,889,630.

    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 786,319 shares
    Change vs previous 13F -66,966 shares

    0.06% of the 13F portfolio, value $28,936,554.

    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 853,285 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $30,752,307.

    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).