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Disclosery

OSAIC HOLDINGS, INC.: PFS position timeline

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

OSAIC HOLDINGS, INC. held 134,018 PFS 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 134,018 shares
    Change vs previous 13F +4,976 shares

    <0.01% of the 13F portfolio, value $3,168,180.

    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 129,042 shares
    Change vs previous 13F +12,462 shares

    <0.01% of the 13F portfolio, value $2,730,533.

    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 116,580 shares
    Change vs previous 13F -367 shares

    <0.01% of the 13F portfolio, value $2,302,468.

    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 116,947 shares
    Change vs previous 13F +4,955 shares

    <0.01% of the 13F portfolio, value $2,258,708.

    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 111,992 shares
    Change vs previous 13F +100,936 shares

    <0.01% of the 13F portfolio, value $1,963,224.

    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 11,056 shares
    Change vs previous 13F +6,293 shares

    <0.01% of the 13F portfolio, value $189,826.

    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 4,763 shares
    Change vs previous 13F -278 shares

    <0.01% of the 13F portfolio, value $89,877.

    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 5,041 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $93,558.

    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).