Skip to content
Disclosery

OSAIC HOLDINGS, INC.: TR position timeline

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

OSAIC HOLDINGS, INC. held 8,037 TR 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 8,037 shares
    Change vs previous 13F +2,903 shares

    <0.01% of the 13F portfolio, value $318,202.

    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 5,134 shares
    Change vs previous 13F -2,631 shares

    <0.01% of the 13F portfolio, value $219,597.

    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 7,765 shares
    Change vs previous 13F +61 shares

    <0.01% of the 13F portfolio, value $284,715.

    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 7,704 shares
    Change vs previous 13F -225 shares

    <0.01% of the 13F portfolio, value $315,806.

    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 7,929 shares
    Change vs previous 13F -1,732 shares

    <0.01% of the 13F portfolio, value $265,388.

    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 9,661 shares
    Change vs previous 13F +3,414 shares

    <0.01% of the 13F portfolio, value $304,248.

    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 6,247 shares
    Change vs previous 13F -144 shares

    <0.01% of the 13F portfolio, value $202,001.

    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 6,391 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $197,955.

    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).