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OSAIC HOLDINGS, INC.: PFIX position timeline

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

OSAIC HOLDINGS, INC. held 2,539 PFIX 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 2,539 shares
    Change vs previous 13F -7,682 shares

    <0.01% of the 13F portfolio, value $110,234.

    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 10,221 shares
    Change vs previous 13F +6,872 shares

    <0.01% of the 13F portfolio, value $472,583.

    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 3,349 shares
    Change vs previous 13F -8,922 shares

    <0.01% of the 13F portfolio, value $160,645.

    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 12,271 shares
    Change vs previous 13F +1,038 shares

    <0.01% of the 13F portfolio, value $669,792.

    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 11,233 shares
    Change vs previous 13F +2,170 shares

    <0.01% of the 13F portfolio, value $593,635.

    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 9,063 shares
    Change vs previous 13F +7,609 shares

    <0.01% of the 13F portfolio, value $439,254.

    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 1,454 shares
    Change vs previous 13F +117 shares

    <0.01% of the 13F portfolio, value $76,126.

    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 1,337 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $54,975.

    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).