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OSAIC HOLDINGS, INC.: PPA position timeline

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

OSAIC HOLDINGS, INC. held 284,558 PPA 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 284,558 shares
    Change vs previous 13F +17,804 shares

    0.06% of the 13F portfolio, value $50,282,364.

    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 266,754 shares
    Change vs previous 13F +44,514 shares

    0.06% of the 13F portfolio, value $44,212,004.

    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 222,240 shares
    Change vs previous 13F +98 shares

    0.05% of the 13F portfolio, value $34,822,268.

    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 222,142 shares
    Change vs previous 13F +15,732 shares

    0.05% of the 13F portfolio, value $33,433,148.

    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 206,410 shares
    Change vs previous 13F +22,282 shares

    0.05% of the 13F portfolio, value $29,257,097.

    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 184,128 shares
    Change vs previous 13F -11,833 shares

    0.05% of the 13F portfolio, value $21,468,599.

    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 195,961 shares
    Change vs previous 13F +17,392 shares

    0.05% of the 13F portfolio, value $22,488,648.

    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 178,569 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $20,533,630.

    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).