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OSAIC HOLDINGS, INC.: PFG position timeline

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

OSAIC HOLDINGS, INC. held 55,837 PFG 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 55,837 shares
    Change vs previous 13F +10,863 shares

    0.01% of the 13F portfolio, value $6,021,769.

    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 44,974 shares
    Change vs previous 13F -346 shares

    0.01% of the 13F portfolio, value $4,055,279.

    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 45,320 shares
    Change vs previous 13F -4,710 shares

    0.01% of the 13F portfolio, value $4,000,565.

    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 50,030 shares
    Change vs previous 13F -7,040 shares

    0.01% of the 13F portfolio, value $4,083,116.

    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 57,070 shares
    Change vs previous 13F +18,296 shares

    0.01% of the 13F portfolio, value $4,613,623.

    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 38,774 shares
    Change vs previous 13F -11,328 shares

    0.01% of the 13F portfolio, value $3,273,937.

    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 50,102 shares
    Change vs previous 13F +854 shares

    0.01% of the 13F portfolio, value $3,712,135.

    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 49,248 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,231,860.

    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).