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Disclosery

OSAIC HOLDINGS, INC.: RC position timeline

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

OSAIC HOLDINGS, INC. held 78,974 RC 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 78,974 shares
    Change vs previous 13F +1,306 shares

    <0.01% of the 13F portfolio, value $138,198.

    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 77,668 shares
    Change vs previous 13F -6,454 shares

    <0.01% of the 13F portfolio, value $125,813.

    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 84,122 shares
    Change vs previous 13F -14,189 shares

    <0.01% of the 13F portfolio, value $183,377.

    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 98,311 shares
    Change vs previous 13F +23,049 shares

    <0.01% of the 13F portfolio, value $397,644.

    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 75,262 shares
    Change vs previous 13F +14,635 shares

    <0.01% of the 13F portfolio, value $328,990.

    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 60,627 shares
    Change vs previous 13F +8,126 shares

    <0.01% of the 13F portfolio, value $308,582.

    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 52,501 shares
    Change vs previous 13F +8,444 shares

    <0.01% of the 13F portfolio, value $358,061.

    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 44,057 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $336,156.

    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).