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OSAIC HOLDINGS, INC.: RILY position timeline

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

OSAIC HOLDINGS, INC. held 16,372 RILY 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 16,372 shares
    Change vs previous 13F +12,496 shares

    <0.01% of the 13F portfolio, value $131,630.

    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 3,876 shares
    Change vs previous 13F -17,021 shares

    <0.01% of the 13F portfolio, value $28,372.

    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 20,897 shares
    Change vs previous 13F -800 shares

    <0.01% of the 13F portfolio, value $97,586.

    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 21,697 shares
    Change vs previous 13F +3,450 shares

    <0.01% of the 13F portfolio, value $119,396.

    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 18,247 shares
    Change vs previous 13F -1,055 shares

    <0.01% of the 13F portfolio, value $54,191.

    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 19,302 shares
    Change vs previous 13F -390 shares

    <0.01% of the 13F portfolio, value $74,695.

    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 19,692 shares
    Change vs previous 13F -123 shares

    <0.01% of the 13F portfolio, value $90,383.

    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 19,815 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $104,026.

    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).