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OSAIC HOLDINGS, INC.: PFXF position timeline

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

OSAIC HOLDINGS, INC. held 398,553 PFXF 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 398,553 shares
    Change vs previous 13F +30,780 shares

    0.01% of the 13F portfolio, value $7,110,155.

    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 367,773 shares
    Change vs previous 13F +40,672 shares

    0.01% of the 13F portfolio, value $6,450,681.

    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 327,101 shares
    Change vs previous 13F +24,205 shares

    0.01% of the 13F portfolio, value $5,776,630.

    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 302,896 shares
    Change vs previous 13F +26,277 shares

    0.01% of the 13F portfolio, value $5,357,690.

    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 276,619 shares
    Change vs previous 13F +8,263 shares

    0.01% of the 13F portfolio, value $4,735,734.

    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 268,356 shares
    Change vs previous 13F +62,070 shares

    0.01% of the 13F portfolio, value $4,497,657.

    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 206,286 shares
    Change vs previous 13F +15,380 shares

    0.01% of the 13F portfolio, value $3,558,490.

    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 190,906 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,486,250.

    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).