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OSAIC HOLDINGS, INC.: PRF position timeline

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

OSAIC HOLDINGS, INC. held 715,210 PRF 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 715,210 shares
    Change vs previous 13F +57,522 shares

    0.05% of the 13F portfolio, value $38,643,334.

    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 657,688 shares
    Change vs previous 13F +62,592 shares

    0.05% of the 13F portfolio, value $31,260,333.

    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 595,096 shares
    Change vs previous 13F +36,397 shares

    0.04% of the 13F portfolio, value $27,922,458.

    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 558,699 shares
    Change vs previous 13F +72,448 shares

    0.03% of the 13F portfolio, value $24,898,224.

    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 486,251 shares
    Change vs previous 13F +71,580 shares

    0.04% of the 13F portfolio, value $20,554,432.

    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 414,671 shares
    Change vs previous 13F +161,971 shares

    0.04% of the 13F portfolio, value $16,757,352.

    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 252,700 shares
    Change vs previous 13F +24,853 shares

    0.02% of the 13F portfolio, value $10,194,431.

    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 227,847 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,257,972.

    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).