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Disclosery

OSAIC HOLDINGS, INC.: PHDG position timeline

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

OSAIC HOLDINGS, INC. held 6,514 PHDG 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 6,514 shares
    Change vs previous 13F +2,213 shares

    <0.01% of the 13F portfolio, value $266,757.

    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 4,301 shares
    Change vs previous 13F -2,053 shares

    <0.01% of the 13F portfolio, value $162,643.

    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 6,354 shares
    Change vs previous 13F -2,047 shares

    <0.01% of the 13F portfolio, value $237,997.

    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 8,401 shares
    Change vs previous 13F -2,218 shares

    <0.01% of the 13F portfolio, value $310,956.

    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 10,619 shares
    Change vs previous 13F -5,684 shares

    <0.01% of the 13F portfolio, value $374,824.

    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 16,303 shares
    Change vs previous 13F -2,714 shares

    <0.01% of the 13F portfolio, value $594,826.

    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 19,017 shares
    Change vs previous 13F +7,485 shares

    <0.01% of the 13F portfolio, value $708,474.

    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 11,532 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $440,721.

    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).