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OSAIC HOLDINGS, INC.: TER position timeline

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

OSAIC HOLDINGS, INC. held 42,606 TER 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 42,606 shares
    Change vs previous 13F +6,907 shares

    0.02% of the 13F portfolio, value $20,619,870.

    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 35,699 shares
    Change vs previous 13F +6,538 shares

    0.02% of the 13F portfolio, value $10,586,085.

    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 29,161 shares
    Change vs previous 13F -16,471 shares

    0.01% of the 13F portfolio, value $5,646,800.

    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 45,632 shares
    Change vs previous 13F +10,185 shares

    0.01% of the 13F portfolio, value $5,748,833.

    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 35,447 shares
    Change vs previous 13F +4,822 shares

    0.01% of the 13F portfolio, value $3,183,223.

    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 30,625 shares
    Change vs previous 13F +1,049 shares

    0.01% of the 13F portfolio, value $2,530,444.

    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 29,576 shares
    Change vs previous 13F -13,926 shares

    0.01% of the 13F portfolio, value $3,725,021.

    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 43,502 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,826,485.

    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).