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OSAIC HOLDINGS, INC.: ROL position timeline

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

OSAIC HOLDINGS, INC. held 103,649 ROL 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 103,649 shares
    Change vs previous 13F +2,052 shares

    0.01% of the 13F portfolio, value $4,327,639.

    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 101,597 shares
    Change vs previous 13F +588 shares

    0.01% of the 13F portfolio, value $5,427,180.

    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 101,009 shares
    Change vs previous 13F +3,891 shares

    0.01% of the 13F portfolio, value $6,064,400.

    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 97,118 shares
    Change vs previous 13F +67,023 shares

    0.01% of the 13F portfolio, value $5,686,970.

    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 30,095 shares
    Change vs previous 13F +2,855 shares

    <0.01% of the 13F portfolio, value $1,698,634.

    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 27,240 shares
    Change vs previous 13F -2,288 shares

    <0.01% of the 13F portfolio, value $1,473,312.

    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 29,528 shares
    Change vs previous 13F +5,109 shares

    <0.01% of the 13F portfolio, value $1,370,472.

    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 24,419 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,236,490.

    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).