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OSAIC HOLDINGS, INC.: TAFI position timeline

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

OSAIC HOLDINGS, INC. held 641,682 TAFI 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 641,682 shares
    Change vs previous 13F +93,027 shares

    0.02% of the 13F portfolio, value $16,183,387.

    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 548,655 shares
    Change vs previous 13F -50,837 shares

    0.02% of the 13F portfolio, value $13,815,151.

    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 599,492 shares
    Change vs previous 13F +36,225 shares

    0.02% of the 13F portfolio, value $15,113,312.

    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 563,267 shares
    Change vs previous 13F +90,782 shares

    0.02% of the 13F portfolio, value $14,254,877.

    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 472,485 shares
    Change vs previous 13F +128,759 shares

    0.02% of the 13F portfolio, value $11,864,262.

    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 343,726 shares
    Change vs previous 13F +2,226 shares

    0.02% of the 13F portfolio, value $8,624,243.

    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 341,500 shares
    Change vs previous 13F +57,907 shares

    0.02% of the 13F portfolio, value $8,520,421.

    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 283,593 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,180,579.

    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).