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OSAIC HOLDINGS, INC.: TIP position timeline

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

OSAIC HOLDINGS, INC. held 499,201 TIP 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 499,201 shares
    Change vs previous 13F +60,503 shares

    0.06% of the 13F portfolio, value $54,649,036.

    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 438,698 shares
    Change vs previous 13F +86,958 shares

    0.07% of the 13F portfolio, value $48,430,144.

    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 351,740 shares
    Change vs previous 13F -197,751 shares

    0.06% of the 13F portfolio, value $38,682,679.

    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 549,491 shares
    Change vs previous 13F +69,097 shares

    0.09% of the 13F portfolio, value $61,134,820.

    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 480,394 shares
    Change vs previous 13F +187,065 shares

    0.09% of the 13F portfolio, value $53,078,283.

    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 293,329 shares
    Change vs previous 13F +21,617 shares

    0.07% of the 13F portfolio, value $32,610,722.

    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 271,712 shares
    Change vs previous 13F +22,667 shares

    0.07% of the 13F portfolio, value $28,970,911.

    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 249,045 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $27,535,496.

    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).