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OSAIC HOLDINGS, INC.: PFLD position timeline

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

OSAIC HOLDINGS, INC. held 346,806 PFLD 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 346,806 shares
    Change vs previous 13F +36,509 shares

    0.01% of the 13F portfolio, value $6,780,324.

    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 310,297 shares
    Change vs previous 13F -30,095 shares

    0.01% of the 13F portfolio, value $6,007,634.

    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 340,392 shares
    Change vs previous 13F -135,688 shares

    0.01% of the 13F portfolio, value $6,661,815.

    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 476,080 shares
    Change vs previous 13F +69,933 shares

    0.01% of the 13F portfolio, value $9,317,475.

    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 406,147 shares
    Change vs previous 13F +78,481 shares

    0.01% of the 13F portfolio, value $7,964,898.

    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 327,666 shares
    Change vs previous 13F -38,128 shares

    0.01% of the 13F portfolio, value $6,619,160.

    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 365,794 shares
    Change vs previous 13F +97,933 shares

    0.02% of the 13F portfolio, value $7,521,088.

    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 267,861 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,673,583.

    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).