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OSAIC HOLDINGS, INC.: TOTL position timeline

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

OSAIC HOLDINGS, INC. held 2,266,827 TOTL 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 2,266,827 shares
    Change vs previous 13F +516,420 shares

    0.11% of the 13F portfolio, value $89,476,944.

    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 1,750,407 shares
    Change vs previous 13F -41,204 shares

    0.1% of the 13F portfolio, value $69,538,438.

    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 1,791,611 shares
    Change vs previous 13F -36,772 shares

    0.11% of the 13F portfolio, value $72,117,587.

    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 1,828,383 shares
    Change vs previous 13F -19,118 shares

    0.1% of the 13F portfolio, value $74,115,310.

    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 1,847,501 shares
    Change vs previous 13F +18,119 shares

    0.13% of the 13F portfolio, value $74,109,191.

    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 1,829,382 shares
    Change vs previous 13F +142,858 shares

    0.16% of the 13F portfolio, value $73,707,506.

    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 1,686,524 shares
    Change vs previous 13F -191,440 shares

    0.15% of the 13F portfolio, value $66,433,304.

    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 1,877,964 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $77,747,964.

    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).