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Disclosery

OSAIC HOLDINGS, INC.: PR position timeline

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

OSAIC HOLDINGS, INC. held 88,388 PR 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 88,388 shares
    Change vs previous 13F +4,883 shares

    <0.01% of the 13F portfolio, value $1,627,318.

    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 83,505 shares
    Change vs previous 13F -61,869 shares

    <0.01% of the 13F portfolio, value $1,780,412.

    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 145,374 shares
    Change vs previous 13F -28,370 shares

    <0.01% of the 13F portfolio, value $2,039,654.

    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 173,744 shares
    Change vs previous 13F +3,389 shares

    <0.01% of the 13F portfolio, value $2,442,920.

    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 170,355 shares
    Change vs previous 13F -393 shares

    <0.01% of the 13F portfolio, value $2,320,311.

    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 170,748 shares
    Change vs previous 13F -13,130 shares

    0.01% of the 13F portfolio, value $2,364,938.

    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 183,878 shares
    Change vs previous 13F -102,367 shares

    0.01% of the 13F portfolio, value $2,644,202.

    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 286,245 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,895,681.

    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).