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Disclosery

OSAIC HOLDINGS, INC.: ROM position timeline

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

OSAIC HOLDINGS, INC. held 234 ROM 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 234 shares
    Change vs previous 13F +186 shares

    <0.01% of the 13F portfolio, value $36,317.

    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 48 shares
    Change vs previous 13F -10,789 shares

    <0.01% of the 13F portfolio, value $3,898.

    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 10,837 shares
    Change vs previous 13F +3,517 shares

    <0.01% of the 13F portfolio, value $1,021,913.

    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 7,320 shares
    Change vs previous 13F -3,011 shares

    <0.01% of the 13F portfolio, value $677,928.

    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 10,331 shares
    Change vs previous 13F +9,571 shares

    <0.01% of the 13F portfolio, value $786,310.

    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 760 shares
    Change vs previous 13F -9,578 shares

    <0.01% of the 13F portfolio, value $40,608.

    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 10,338 shares
    Change vs previous 13F -6,933 shares

    <0.01% of the 13F portfolio, value $720,880.

    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 17,271 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,158,362.

    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).