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OSAIC HOLDINGS, INC.: PWZ position timeline

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

OSAIC HOLDINGS, INC. held 25,693 PWZ 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 25,693 shares
    Change vs previous 13F +2,820 shares

    <0.01% of the 13F portfolio, value $629,765.

    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 22,873 shares
    Change vs previous 13F -4,462 shares

    <0.01% of the 13F portfolio, value $545,975.

    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 27,335 shares
    Change vs previous 13F -45,568 shares

    <0.01% of the 13F portfolio, value $660,455.

    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 72,903 shares
    Change vs previous 13F +12,205 shares

    <0.01% of the 13F portfolio, value $1,736,607.

    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 60,698 shares
    Change vs previous 13F +48,124 shares

    <0.01% of the 13F portfolio, value $1,416,696.

    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 12,574 shares
    Change vs previous 13F -53,187 shares

    <0.01% of the 13F portfolio, value $299,943.

    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 65,761 shares
    Change vs previous 13F +11,687 shares

    <0.01% of the 13F portfolio, value $1,624,290.

    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 54,074 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,356,190.

    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).