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OSAIC HOLDINGS, INC.: PREF position timeline

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

OSAIC HOLDINGS, INC. held 119,001 PREF 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 119,001 shares
    Change vs previous 13F -10,546 shares

    <0.01% of the 13F portfolio, value $2,268,177.

    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 129,547 shares
    Change vs previous 13F +39,188 shares

    <0.01% of the 13F portfolio, value $2,438,128.

    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 90,359 shares
    Change vs previous 13F +5,146 shares

    <0.01% of the 13F portfolio, value $1,723,221.

    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 85,213 shares
    Change vs previous 13F +6,670 shares

    <0.01% of the 13F portfolio, value $1,626,529.

    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 78,543 shares
    Change vs previous 13F +3,591 shares

    <0.01% of the 13F portfolio, value $1,490,032.

    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 74,952 shares
    Change vs previous 13F +12,362 shares

    <0.01% of the 13F portfolio, value $1,401,666.

    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 62,590 shares
    Change vs previous 13F +3,447 shares

    <0.01% of the 13F portfolio, value $1,164,856.

    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 59,143 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,112,524.

    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).