Skip to content
Disclosery

OSAIC HOLDINGS, INC.: ROBT position timeline

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

OSAIC HOLDINGS, INC. held 191,463 ROBT 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 191,463 shares
    Change vs previous 13F +16,365 shares

    0.01% of the 13F portfolio, value $10,772,711.

    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 175,098 shares
    Change vs previous 13F +958 shares

    0.01% of the 13F portfolio, value $8,083,112.

    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 174,140 shares
    Change vs previous 13F +6,963 shares

    0.01% of the 13F portfolio, value $9,033,159.

    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 167,177 shares
    Change vs previous 13F +73,064 shares

    0.01% of the 13F portfolio, value $8,677,139.

    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 94,113 shares
    Change vs previous 13F -5,098 shares

    0.01% of the 13F portfolio, value $4,546,390.

    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 99,211 shares
    Change vs previous 13F +9,074 shares

    0.01% of the 13F portfolio, value $4,035,467.

    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 90,137 shares
    Change vs previous 13F +2,556 shares

    0.01% of the 13F portfolio, value $4,060,395.

    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 87,581 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,835,825.

    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).