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OSAIC HOLDINGS, INC.: PWB position timeline

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

OSAIC HOLDINGS, INC. held 231,529 PWB 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 231,529 shares
    Change vs previous 13F +141,099 shares

    0.05% of the 13F portfolio, value $39,003,378.

    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 90,430 shares
    Change vs previous 13F +31,611 shares

    0.02% of the 13F portfolio, value $11,387,731.

    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 58,819 shares
    Change vs previous 13F -7,977 shares

    0.01% of the 13F portfolio, value $7,476,736.

    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 66,796 shares
    Change vs previous 13F -14,378 shares

    0.01% of the 13F portfolio, value $8,023,285.

    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 81,174 shares
    Change vs previous 13F +36,773 shares

    0.02% of the 13F portfolio, value $9,533,247.

    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 44,401 shares
    Change vs previous 13F +15,978 shares

    0.01% of the 13F portfolio, value $4,264,622.

    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 28,423 shares
    Change vs previous 13F +371 shares

    0.01% of the 13F portfolio, value $2,891,908.

    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 28,052 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,768,236.

    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).