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OSAIC HOLDINGS, INC.: PHYL position timeline

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

OSAIC HOLDINGS, INC. held 98,005 PHYL 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 98,005 shares
    Change vs previous 13F +10,713 shares

    <0.01% of the 13F portfolio, value $3,419,291.

    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 87,292 shares
    Change vs previous 13F +41,969 shares

    <0.01% of the 13F portfolio, value $3,023,747.

    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 45,323 shares
    Change vs previous 13F -3,723 shares

    <0.01% of the 13F portfolio, value $1,608,662.

    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 49,046 shares
    Change vs previous 13F +3,075 shares

    <0.01% of the 13F portfolio, value $1,752,405.

    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 45,971 shares
    Change vs previous 13F +17,696 shares

    <0.01% of the 13F portfolio, value $1,631,825.

    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 28,275 shares
    Change vs previous 13F -10,084 shares

    <0.01% of the 13F portfolio, value $985,288.

    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 38,359 shares
    Change vs previous 13F +8,793 shares

    <0.01% of the 13F portfolio, value $1,333,181.

    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 29,566 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,059,237.

    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).