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OSAIC HOLDINGS, INC.: PTF position timeline

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

OSAIC HOLDINGS, INC. held 54,561 PTF 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 54,561 shares
    Change vs previous 13F +4,163 shares

    0.01% of the 13F portfolio, value $7,437,472.

    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 50,398 shares
    Change vs previous 13F -254 shares

    0.01% of the 13F portfolio, value $4,351,000.

    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 50,652 shares
    Change vs previous 13F -17,640 shares

    0.01% of the 13F portfolio, value $3,874,486.

    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 68,292 shares
    Change vs previous 13F -1,580 shares

    0.01% of the 13F portfolio, value $4,957,975.

    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 69,872 shares
    Change vs previous 13F +7,328 shares

    0.01% of the 13F portfolio, value $4,771,604.

    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 62,544 shares
    Change vs previous 13F +24,783 shares

    0.01% of the 13F portfolio, value $3,687,656.

    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 37,761 shares
    Change vs previous 13F +4,307 shares

    0.01% of the 13F portfolio, value $2,740,059.

    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 33,454 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,122,089.

    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).