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Disclosery

OSAIC HOLDINGS, INC.: POOL position timeline

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

OSAIC HOLDINGS, INC. held 4,026 POOL 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 4,026 shares
    Change vs previous 13F -10,304 shares

    <0.01% of the 13F portfolio, value $866,115.

    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 14,330 shares
    Change vs previous 13F +1,968 shares

    <0.01% of the 13F portfolio, value $2,899,927.

    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 12,362 shares
    Change vs previous 13F -1,294 shares

    <0.01% of the 13F portfolio, value $2,828,817.

    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 13,656 shares
    Change vs previous 13F +8,997 shares

    0.01% of the 13F portfolio, value $4,236,452.

    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 4,659 shares
    Change vs previous 13F +27 shares

    <0.01% of the 13F portfolio, value $1,365,362.

    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 4,632 shares
    Change vs previous 13F -10,825 shares

    <0.01% of the 13F portfolio, value $1,475,467.

    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 15,457 shares
    Change vs previous 13F -1,142 shares

    0.01% of the 13F portfolio, value $5,154,032.

    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 16,599 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,254,890.

    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).