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OSAIC HOLDINGS, INC.: PPT position timeline

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

OSAIC HOLDINGS, INC. held 218,222 PPT 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 218,222 shares
    Change vs previous 13F +24,338 shares

    <0.01% of the 13F portfolio, value $761,450.

    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 193,884 shares
    Change vs previous 13F -15,412 shares

    <0.01% of the 13F portfolio, value $688,152.

    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 209,296 shares
    Change vs previous 13F -16,664 shares

    <0.01% of the 13F portfolio, value $740,762.

    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 225,960 shares
    Change vs previous 13F -24,082 shares

    <0.01% of the 13F portfolio, value $833,458.

    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 250,042 shares
    Change vs previous 13F +35,615 shares

    <0.01% of the 13F portfolio, value $917,509.

    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 214,427 shares
    Change vs previous 13F +3,672 shares

    <0.01% of the 13F portfolio, value $774,006.

    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 210,755 shares
    Change vs previous 13F +57,985 shares

    <0.01% of the 13F portfolio, value $750,211.

    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 152,770 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $569,757.

    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).