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OSAIC HOLDINGS, INC.: QWLD position timeline

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

OSAIC HOLDINGS, INC. held 47,824 QWLD 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 47,824 shares
    Change vs previous 13F +4,797 shares

    0.01% of the 13F portfolio, value $7,266,997.

    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 43,027 shares
    Change vs previous 13F +2,040 shares

    0.01% of the 13F portfolio, value $6,159,757.

    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 40,987 shares
    Change vs previous 13F +15,540 shares

    0.01% of the 13F portfolio, value $5,872,830.

    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 25,447 shares
    Change vs previous 13F +14,574 shares

    <0.01% of the 13F portfolio, value $3,557,719.

    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 10,873 shares
    Change vs previous 13F -189 shares

    <0.01% of the 13F portfolio, value $1,467,339.

    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 11,062 shares
    Change vs previous 13F -31,546 shares

    <0.01% of the 13F portfolio, value $1,413,137.

    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 42,608 shares
    Change vs previous 13F +36,054 shares

    0.01% of the 13F portfolio, value $5,277,125.

    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 6,554 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $844,320.

    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).