Skip to content
Disclosery

OSAIC HOLDINGS, INC.: PI position timeline

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

OSAIC HOLDINGS, INC. held 22,478 PI 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 22,478 shares
    Change vs previous 13F -42 shares

    <0.01% of the 13F portfolio, value $3,219,460.

    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 22,520 shares
    Change vs previous 13F +16,360 shares

    <0.01% of the 13F portfolio, value $2,312,773.

    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 6,160 shares
    Change vs previous 13F +2,468 shares

    <0.01% of the 13F portfolio, value $1,071,895.

    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 3,692 shares
    Change vs previous 13F +227 shares

    <0.01% of the 13F portfolio, value $688,403.

    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 3,465 shares
    Change vs previous 13F -9 shares

    <0.01% of the 13F portfolio, value $384,850.

    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 3,474 shares
    Change vs previous 13F +2,802 shares

    <0.01% of the 13F portfolio, value $315,087.

    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 672 shares
    Change vs previous 13F -4,345 shares

    <0.01% of the 13F portfolio, value $97,612.

    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 5,017 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,086,178.

    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).