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Disclosery

OSAIC HOLDINGS, INC.: PL position timeline

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

OSAIC HOLDINGS, INC. held 73,356 PL 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 73,356 shares
    Change vs previous 13F -38,446 shares

    <0.01% of the 13F portfolio, value $2,430,248.

    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 111,802 shares
    Change vs previous 13F +82,330 shares

    <0.01% of the 13F portfolio, value $3,124,686.

    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 29,472 shares
    Change vs previous 13F +12,650 shares

    <0.01% of the 13F portfolio, value $581,182.

    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 16,822 shares
    Change vs previous 13F +1,234 shares

    <0.01% of the 13F portfolio, value $146,595.

    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 15,588 shares
    Change vs previous 13F +6,101 shares

    <0.01% of the 13F portfolio, value $95,086.

    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 9,487 shares
    Change vs previous 13F -1,551 shares

    <0.01% of the 13F portfolio, value $32,065.

    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 11,038 shares
    Change vs previous 13F +450 shares

    <0.01% of the 13F portfolio, value $44,594.

    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 10,588 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $23,611.

    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).