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OSAIC HOLDINGS, INC.: POET position timeline

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

OSAIC HOLDINGS, INC. held 36,417 POET 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 36,417 shares
    Change vs previous 13F -46,144 shares

    <0.01% of the 13F portfolio, value $374,363.

    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 82,561 shares
    Change vs previous 13F -4,081 shares

    <0.01% of the 13F portfolio, value $490,410.

    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 86,642 shares
    Change vs previous 13F +48,731 shares

    <0.01% of the 13F portfolio, value $548,429.

    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 37,911 shares
    Change vs previous 13F +3,176 shares

    <0.01% of the 13F portfolio, value $203,625.

    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 34,735 shares
    Change vs previous 13F +6,340 shares

    <0.01% of the 13F portfolio, value $180,966.

    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 28,395 shares
    Change vs previous 13F +11,929 shares

    <0.01% of the 13F portfolio, value $107,330.

    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 16,466 shares
    Change vs previous 13F +6,400 shares

    <0.01% of the 13F portfolio, value $97,972.

    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 10,066 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $44,693.

    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).