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Disclosery

OSAIC HOLDINGS, INC.: PH position timeline

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

OSAIC HOLDINGS, INC. held 67,408 PH 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 67,408 shares
    Change vs previous 13F +254 shares

    0.08% of the 13F portfolio, value $66,003,337.

    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 67,154 shares
    Change vs previous 13F -6,397 shares

    0.09% of the 13F portfolio, value $60,155,439.

    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 73,551 shares
    Change vs previous 13F -15,906 shares

    0.09% of the 13F portfolio, value $64,686,824.

    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 89,457 shares
    Change vs previous 13F +47,151 shares

    0.09% of the 13F portfolio, value $67,830,616.

    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 42,306 shares
    Change vs previous 13F +23,088 shares

    0.05% of the 13F portfolio, value $27,349,084.

    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 19,218 shares
    Change vs previous 13F -28,704 shares

    0.03% of the 13F portfolio, value $11,701,204.

    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 47,922 shares
    Change vs previous 13F +25,294 shares

    0.03% of the 13F portfolio, value $14,314,553.

    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 22,628 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $14,310,288.

    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).