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OSAIC HOLDINGS, INC.: PFFD position timeline

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

OSAIC HOLDINGS, INC. held 209,229 PFFD 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 209,229 shares
    Change vs previous 13F +26,265 shares

    <0.01% of the 13F portfolio, value $3,910,635.

    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 182,964 shares
    Change vs previous 13F +53,931 shares

    <0.01% of the 13F portfolio, value $3,366,617.

    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 129,033 shares
    Change vs previous 13F -81,568 shares

    <0.01% of the 13F portfolio, value $2,440,360.

    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 210,601 shares
    Change vs previous 13F +8,684 shares

    0.01% of the 13F portfolio, value $4,084,452.

    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 201,917 shares
    Change vs previous 13F +72,660 shares

    0.01% of the 13F portfolio, value $3,817,034.

    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 129,257 shares
    Change vs previous 13F -27,319 shares

    0.01% of the 13F portfolio, value $2,461,229.

    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 156,576 shares
    Change vs previous 13F -773 shares

    0.01% of the 13F portfolio, value $3,054,949.

    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 157,349 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,269,819.

    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).