Skip to content
Disclosery

OSAIC HOLDINGS, INC.: PHO position timeline

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

OSAIC HOLDINGS, INC. held 166,194 PHO 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 166,194 shares
    Change vs previous 13F +5,184 shares

    0.01% of the 13F portfolio, value $11,482,678.

    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 161,010 shares
    Change vs previous 13F -25,958 shares

    0.02% of the 13F portfolio, value $10,766,621.

    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 186,968 shares
    Change vs previous 13F -45,534 shares

    0.02% of the 13F portfolio, value $13,165,709.

    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 232,502 shares
    Change vs previous 13F +13,449 shares

    0.02% of the 13F portfolio, value $16,882,350.

    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 219,053 shares
    Change vs previous 13F -8,122 shares

    0.03% of the 13F portfolio, value $15,314,913.

    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 227,175 shares
    Change vs previous 13F -4,491 shares

    0.03% of the 13F portfolio, value $14,658,525.

    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 231,666 shares
    Change vs previous 13F +41,120 shares

    0.03% of the 13F portfolio, value $15,242,207.

    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 190,546 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $13,442,014.

    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).