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OSAIC HOLDINGS, INC.: PFN position timeline

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

OSAIC HOLDINGS, INC. held 209,183 PFN 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 209,183 shares
    Change vs previous 13F +42,842 shares

    <0.01% of the 13F portfolio, value $1,491,466.

    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 166,341 shares
    Change vs previous 13F +15,157 shares

    <0.01% of the 13F portfolio, value $1,146,073.

    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 151,184 shares
    Change vs previous 13F +56,708 shares

    <0.01% of the 13F portfolio, value $1,136,482.

    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 94,476 shares
    Change vs previous 13F -156,692 shares

    <0.01% of the 13F portfolio, value $715,730.

    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 251,168 shares
    Change vs previous 13F -37,228 shares

    <0.01% of the 13F portfolio, value $1,856,135.

    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 288,396 shares
    Change vs previous 13F +212,991 shares

    <0.01% of the 13F portfolio, value $2,174,507.

    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 75,405 shares
    Change vs previous 13F -108,252 shares

    <0.01% of the 13F portfolio, value $561,759.

    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 183,657 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,399,457.

    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).