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OSAIC HOLDINGS, INC.: PTY position timeline

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

OSAIC HOLDINGS, INC. held 931,885 PTY 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 931,885 shares
    Change vs previous 13F +114,642 shares

    0.01% of the 13F portfolio, value $11,211,067.

    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 817,243 shares
    Change vs previous 13F +766 shares

    0.01% of the 13F portfolio, value $9,856,473.

    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 816,477 shares
    Change vs previous 13F +44,801 shares

    0.02% of the 13F portfolio, value $10,533,149.

    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 771,676 shares
    Change vs previous 13F -15,584 shares

    0.02% of the 13F portfolio, value $11,043,227.

    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 787,260 shares
    Change vs previous 13F +110,393 shares

    0.02% of the 13F portfolio, value $10,951,531.

    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 676,867 shares
    Change vs previous 13F +35,571 shares

    0.02% of the 13F portfolio, value $9,788,314.

    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 641,296 shares
    Change vs previous 13F -6,438 shares

    0.02% of the 13F portfolio, value $9,216,148.

    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 647,734 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,321,600.

    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).