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OSAIC HOLDINGS, INC.: REZ position timeline

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

OSAIC HOLDINGS, INC. held 77,357 REZ 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 77,357 shares
    Change vs previous 13F +11,253 shares

    0.01% of the 13F portfolio, value $7,329,794.

    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 66,104 shares
    Change vs previous 13F -42,437 shares

    0.01% of the 13F portfolio, value $5,503,349.

    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 108,541 shares
    Change vs previous 13F -21,766 shares

    0.01% of the 13F portfolio, value $8,973,321.

    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 130,307 shares
    Change vs previous 13F +8,690 shares

    0.02% of the 13F portfolio, value $11,042,184.

    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 121,617 shares
    Change vs previous 13F +28,457 shares

    0.02% of the 13F portfolio, value $10,018,498.

    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 93,160 shares
    Change vs previous 13F -71,820 shares

    0.02% of the 13F portfolio, value $8,054,477.

    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 164,980 shares
    Change vs previous 13F +115,025 shares

    0.03% of the 13F portfolio, value $13,369,296.

    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 49,955 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,439,848.

    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).