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OSAIC HOLDINGS, INC.: POR position timeline

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

OSAIC HOLDINGS, INC. held 36,462 POR 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 36,462 shares
    Change vs previous 13F +162 shares

    <0.01% of the 13F portfolio, value $1,890,813.

    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 36,300 shares
    Change vs previous 13F +4,531 shares

    <0.01% of the 13F portfolio, value $1,915,979.

    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 31,769 shares
    Change vs previous 13F -10,256 shares

    <0.01% of the 13F portfolio, value $1,524,755.

    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 42,025 shares
    Change vs previous 13F -664 shares

    <0.01% of the 13F portfolio, value $1,838,404.

    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 42,689 shares
    Change vs previous 13F +6,763 shares

    <0.01% of the 13F portfolio, value $1,738,166.

    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 35,926 shares
    Change vs previous 13F -10,104 shares

    <0.01% of the 13F portfolio, value $1,602,765.

    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 46,030 shares
    Change vs previous 13F +22,609 shares

    <0.01% of the 13F portfolio, value $2,008,229.

    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 23,421 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,122,104.

    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).