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OSAIC HOLDINGS, INC.: PVAL position timeline

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

OSAIC HOLDINGS, INC. held 1,674,245 PVAL 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 1,674,245 shares
    Change vs previous 13F +1,268,498 shares

    0.1% of the 13F portfolio, value $85,303,665.

    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 405,747 shares
    Change vs previous 13F +308,280 shares

    0.03% of the 13F portfolio, value $18,826,409.

    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 97,467 shares
    Change vs previous 13F +77,067 shares

    0.01% of the 13F portfolio, value $4,441,533.

    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 20,400 shares
    Change vs previous 13F +17,308 shares

    <0.01% of the 13F portfolio, value $868,269.

    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 3,092 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $124,391.

    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 3,092 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $117,743.

    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 3,092 shares
    Change vs previous 13F +1,135 shares

    <0.01% of the 13F portfolio, value $114,775.

    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 1,957 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $74,248.

    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).