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OSAIC HOLDINGS, INC.: QUAL position timeline

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

OSAIC HOLDINGS, INC. held 674,508 QUAL 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 674,508 shares
    Change vs previous 13F -133,071 shares

    0.17% of the 13F portfolio, value $148,179,381.

    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 807,579 shares
    Change vs previous 13F -59,734 shares

    0.23% of the 13F portfolio, value $155,075,924.

    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 867,313 shares
    Change vs previous 13F -269,087 shares

    0.25% of the 13F portfolio, value $172,449,286.

    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 1,136,400 shares
    Change vs previous 13F -80,552 shares

    0.3% of the 13F portfolio, value $216,909,451.

    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 1,216,952 shares
    Change vs previous 13F -97,751 shares

    0.4% of the 13F portfolio, value $222,523,829.

    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 1,314,703 shares
    Change vs previous 13F -173,614 shares

    0.5% of the 13F portfolio, value $224,797,723.

    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 1,488,317 shares
    Change vs previous 13F +191,434 shares

    0.54% of the 13F portfolio, value $239,790,295.

    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 1,296,883 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $232,634,357.

    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).