Skip to content
Disclosery

OSAIC HOLDINGS, INC.: PM position timeline

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

OSAIC HOLDINGS, INC. held 711,213 PM 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 711,213 shares
    Change vs previous 13F +13,805 shares

    0.15% of the 13F portfolio, value $128,761,304.

    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 697,408 shares
    Change vs previous 13F +142,904 shares

    0.17% of the 13F portfolio, value $115,387,292.

    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 554,504 shares
    Change vs previous 13F -85,780 shares

    0.13% of the 13F portfolio, value $88,989,807.

    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 640,284 shares
    Change vs previous 13F +66,842 shares

    0.15% of the 13F portfolio, value $105,366,450.

    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 573,442 shares
    Change vs previous 13F +89,368 shares

    0.18% of the 13F portfolio, value $102,189,220.

    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 484,074 shares
    Change vs previous 13F +2,948 shares

    0.17% of the 13F portfolio, value $76,875,729.

    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 481,126 shares
    Change vs previous 13F -411 shares

    0.12% of the 13F portfolio, value $55,005,702.

    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 481,537 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $58,485,911.

    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).