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Disclosery

OSAIC HOLDINGS, INC.: PWP position timeline

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

OSAIC HOLDINGS, INC. held 545 PWP 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 545 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $8,697.

    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 570 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $10,351.

    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 590 shares
    Change vs previous 13F -47 shares

    <0.01% of the 13F portfolio, value $10,206.

    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 637 shares
    Change vs previous 13F -14,766 shares

    <0.01% of the 13F portfolio, value $13,599.

    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 15,403 shares
    Change vs previous 13F +14,903 shares

    <0.01% of the 13F portfolio, value $284,049.

    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 500 shares
    Change vs previous 13F -2,997 shares

    <0.01% of the 13F portfolio, value $9,200.

    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 3,497 shares
    Change vs previous 13F +2,935 shares

    <0.01% of the 13F portfolio, value $83,368.

    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 562 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,852.

    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).