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Disclosery

OSAIC HOLDINGS, INC.: PNW position timeline

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

OSAIC HOLDINGS, INC. held 23,807 PNW 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 23,807 shares
    Change vs previous 13F +4,027 shares

    <0.01% of the 13F portfolio, value $2,548,995.

    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 19,780 shares
    Change vs previous 13F +2,769 shares

    <0.01% of the 13F portfolio, value $1,994,334.

    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 17,011 shares
    Change vs previous 13F -3,309 shares

    <0.01% of the 13F portfolio, value $1,510,024.

    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 20,320 shares
    Change vs previous 13F -2,287 shares

    <0.01% of the 13F portfolio, value $1,807,726.

    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 22,607 shares
    Change vs previous 13F -957 shares

    <0.01% of the 13F portfolio, value $2,023,580.

    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 23,564 shares
    Change vs previous 13F -1,162 shares

    0.01% of the 13F portfolio, value $2,245,025.

    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 24,726 shares
    Change vs previous 13F +3,917 shares

    <0.01% of the 13F portfolio, value $2,096,228.

    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 20,809 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,843,676.

    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).