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OSAIC HOLDINGS, INC.: PHYS position timeline

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

OSAIC HOLDINGS, INC. held 1,135,838 PHYS 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 1,135,838 shares
    Change vs previous 13F +320,321 shares

    0.04% of the 13F portfolio, value $34,267,914.

    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 815,517 shares
    Change vs previous 13F -261,087 shares

    0.04% of the 13F portfolio, value $28,901,687.

    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 1,076,604 shares
    Change vs previous 13F +81,555 shares

    0.05% of the 13F portfolio, value $35,549,245.

    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 995,049 shares
    Change vs previous 13F +67,359 shares

    0.04% of the 13F portfolio, value $27,506,657.

    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 927,690 shares
    Change vs previous 13F -281,992 shares

    0.04% of the 13F portfolio, value $23,516,725.

    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 1,209,682 shares
    Change vs previous 13F +265,555 shares

    0.06% of the 13F portfolio, value $29,104,756.

    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 944,127 shares
    Change vs previous 13F -54,798 shares

    0.04% of the 13F portfolio, value $19,014,536.

    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 998,925 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $20,357,915.

    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).