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OSAIC HOLDINGS, INC.: PWV position timeline

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

OSAIC HOLDINGS, INC. held 163,533 PWV 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 163,533 shares
    Change vs previous 13F +50,173 shares

    0.01% of the 13F portfolio, value $12,392,586.

    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 113,360 shares
    Change vs previous 13F +6,569 shares

    0.01% of the 13F portfolio, value $7,902,778.

    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 106,791 shares
    Change vs previous 13F +24,237 shares

    0.01% of the 13F portfolio, value $7,105,116.

    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 82,554 shares
    Change vs previous 13F -44,324 shares

    0.01% of the 13F portfolio, value $5,361,318.

    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 126,878 shares
    Change vs previous 13F +9,515 shares

    0.01% of the 13F portfolio, value $7,885,547.

    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 117,363 shares
    Change vs previous 13F +9,196 shares

    0.02% of the 13F portfolio, value $6,985,246.

    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 108,167 shares
    Change vs previous 13F +22,670 shares

    0.01% of the 13F portfolio, value $6,152,832.

    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 85,497 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,986,530.

    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).