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Disclosery

OSAIC HOLDINGS, INC.: STEP position timeline

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

OSAIC HOLDINGS, INC. held 330 STEP 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 330 shares
    Change vs previous 13F -223 shares

    <0.01% of the 13F portfolio, value $13,651.

    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 553 shares
    Change vs previous 13F +134 shares

    <0.01% of the 13F portfolio, value $26,392.

    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 419 shares
    Change vs previous 13F -1,589 shares

    <0.01% of the 13F portfolio, value $26,890.

    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 2,008 shares
    Change vs previous 13F -215 shares

    <0.01% of the 13F portfolio, value $130,893.

    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 2,223 shares
    Change vs previous 13F +1,748 shares

    <0.01% of the 13F portfolio, value $118,124.

    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 475 shares
    Change vs previous 13F -141 shares

    <0.01% of the 13F portfolio, value $24,862.

    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 616 shares
    Change vs previous 13F -8,280 shares

    <0.01% of the 13F portfolio, value $35,712.

    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 8,896 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $505,613.

    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).