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OSAIC HOLDINGS, INC.: PMBS position timeline

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

OSAIC HOLDINGS, INC. held 53,058 PMBS 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 53,058 shares
    Change vs previous 13F +44,065 shares

    <0.01% of the 13F portfolio, value $2,619,994.

    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 8,993 shares
    Change vs previous 13F +8,122 shares

    <0.01% of the 13F portfolio, value $446,040.

    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 871 shares
    Change vs previous 13F -2,677 shares

    <0.01% of the 13F portfolio, value $43,288.

    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 3,548 shares
    Change vs previous 13F +1,227 shares

    <0.01% of the 13F portfolio, value $175,918.

    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 2,321 shares
    Change vs previous 13F +1,477 shares

    <0.01% of the 13F portfolio, value $113,844.

    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 844 shares
    Change vs previous 13F +389 shares

    <0.01% of the 13F portfolio, value $41,421.

    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 455 shares
    Change vs previous 13F +228 shares

    <0.01% of the 13F portfolio, value $21,774.

    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 227 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,331.

    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).