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Disclosery

OSAIC HOLDINGS, INC.: TM position timeline

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

OSAIC HOLDINGS, INC. held 16,212 TM 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 16,212 shares
    Change vs previous 13F +1,381 shares

    <0.01% of the 13F portfolio, value $2,732,268.

    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 14,831 shares
    Change vs previous 13F +2,773 shares

    <0.01% of the 13F portfolio, value $3,057,449.

    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 12,058 shares
    Change vs previous 13F -24,126 shares

    <0.01% of the 13F portfolio, value $2,582,985.

    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 36,184 shares
    Change vs previous 13F +7,878 shares

    0.01% of the 13F portfolio, value $6,948,625.

    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 28,306 shares
    Change vs previous 13F +17,236 shares

    0.01% of the 13F portfolio, value $4,956,407.

    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 11,070 shares
    Change vs previous 13F -6,019 shares

    <0.01% of the 13F portfolio, value $1,955,534.

    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 17,089 shares
    Change vs previous 13F -2,543 shares

    0.01% of the 13F portfolio, value $3,326,181.

    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 19,632 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,506,786.

    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).