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OSAIC HOLDINGS, INC.: PSEP position timeline

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

OSAIC HOLDINGS, INC. held 512,161 PSEP 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 512,161 shares
    Change vs previous 13F +43,704 shares

    0.03% of the 13F portfolio, value $23,584,927.

    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 468,457 shares
    Change vs previous 13F -129,758 shares

    0.03% of the 13F portfolio, value $20,171,678.

    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 598,215 shares
    Change vs previous 13F -59,532 shares

    0.04% of the 13F portfolio, value $26,153,607.

    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 657,747 shares
    Change vs previous 13F +96,660 shares

    0.04% of the 13F portfolio, value $28,017,026.

    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 561,087 shares
    Change vs previous 13F -334 shares

    0.04% of the 13F portfolio, value $22,942,730.

    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 561,421 shares
    Change vs previous 13F -44,830 shares

    0.05% of the 13F portfolio, value $21,564,071.

    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 606,251 shares
    Change vs previous 13F -554,596 shares

    0.05% of the 13F portfolio, value $23,697,012.

    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 1,160,847 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $44,727,148.

    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).