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OSAIC HOLDINGS, INC.: RFMZ position timeline

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

OSAIC HOLDINGS, INC. held 13,925 RFMZ 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 13,925 shares
    Change vs previous 13F +532 shares

    <0.01% of the 13F portfolio, value $189,794.

    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 13,393 shares
    Change vs previous 13F +1,906 shares

    <0.01% of the 13F portfolio, value $169,426.

    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 11,487 shares
    Change vs previous 13F -4,150 shares

    <0.01% of the 13F portfolio, value $145,430.

    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 15,637 shares
    Change vs previous 13F -1,517 shares

    <0.01% of the 13F portfolio, value $204,021.

    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 17,154 shares
    Change vs previous 13F -7,930 shares

    <0.01% of the 13F portfolio, value $216,822.

    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 25,084 shares
    Change vs previous 13F +4,711 shares

    <0.01% of the 13F portfolio, value $336,635.

    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 20,373 shares
    Change vs previous 13F -2,109 shares

    <0.01% of the 13F portfolio, value $272,998.

    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 22,482 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $325,993.

    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).