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OSAIC HOLDINGS, INC.: TAGG position timeline

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

OSAIC HOLDINGS, INC. held 27,727 TAGG 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 27,727 shares
    Change vs previous 13F +4,315 shares

    <0.01% of the 13F portfolio, value $1,177,585.

    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 23,412 shares
    Change vs previous 13F +18,792 shares

    <0.01% of the 13F portfolio, value $997,383.

    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 4,620 shares
    Change vs previous 13F +521 shares

    <0.01% of the 13F portfolio, value $198,842.

    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 4,099 shares
    Change vs previous 13F +1,711 shares

    <0.01% of the 13F portfolio, value $175,191.

    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 2,388 shares
    Change vs previous 13F -8,556 shares

    <0.01% of the 13F portfolio, value $101,895.

    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 10,944 shares
    Change vs previous 13F +4,661 shares

    <0.01% of the 13F portfolio, value $468,402.

    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 6,283 shares
    Change vs previous 13F +415 shares

    <0.01% of the 13F portfolio, value $263,129.

    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 5,868 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $256,429.

    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).