OSAIC HOLDINGS, INC.: TOL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on TOL, newest first. How the timeline and the estimate are built.
OSAIC HOLDINGS, INC. held 29,307 TOL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 29,307 sharesChange vs previous 13F +1,515 shares
0.01% of the 13F portfolio, value $4,829,493.
13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 27,792 sharesChange vs previous 13F +3,220 shares
0.01% of the 13F portfolio, value $3,793,262.
13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 24,572 sharesChange vs previous 13F -21,461 shares
<0.01% of the 13F portfolio, value $3,323,230.
13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 46,033 sharesChange vs previous 13F +291 shares
0.01% of the 13F portfolio, value $6,382,147.
13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 45,742 sharesChange vs previous 13F +18,721 shares
0.01% of the 13F portfolio, value $5,090,986.
13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 27,021 sharesChange vs previous 13F -10,267 shares
0.01% of the 13F portfolio, value $2,853,158.
13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 37,288 sharesChange vs previous 13F +3,899 shares
0.01% of the 13F portfolio, value $4,442,930.
13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 33,389 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $5,158,305.
13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).