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OSAIC HOLDINGS, INC.: STZ position timeline

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

OSAIC HOLDINGS, INC. held 56,903 STZ 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 56,903 shares
    Change vs previous 13F -343 shares

    0.01% of the 13F portfolio, value $7,916,996.

    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 57,246 shares
    Change vs previous 13F +5,507 shares

    0.01% of the 13F portfolio, value $8,589,979.

    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 51,739 shares
    Change vs previous 13F -20,648 shares

    0.01% of the 13F portfolio, value $7,142,344.

    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 72,387 shares
    Change vs previous 13F +15,340 shares

    0.01% of the 13F portfolio, value $10,620,241.

    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 57,047 shares
    Change vs previous 13F +4,871 shares

    0.02% of the 13F portfolio, value $9,298,409.

    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 52,176 shares
    Change vs previous 13F -22,488 shares

    0.02% of the 13F portfolio, value $9,581,660.

    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 74,664 shares
    Change vs previous 13F +12,081 shares

    0.03% of the 13F portfolio, value $14,849,611.

    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 62,583 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $16,136,227.

    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).