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OSAIC HOLDINGS, INC.: TREE position timeline

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

OSAIC HOLDINGS, INC. held 81,770 TREE 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 81,770 shares
    Change vs previous 13F -4,559 shares

    <0.01% of the 13F portfolio, value $3,621,573.

    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 86,329 shares
    Change vs previous 13F +4,087 shares

    0.01% of the 13F portfolio, value $3,701,776.

    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 82,242 shares
    Change vs previous 13F -7,369 shares

    0.01% of the 13F portfolio, value $4,366,205.

    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 89,611 shares
    Change vs previous 13F -939 shares

    0.01% of the 13F portfolio, value $6,087,287.

    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 90,550 shares
    Change vs previous 13F +3,468 shares

    0.01% of the 13F portfolio, value $3,356,660.

    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 87,082 shares
    Change vs previous 13F +6,595 shares

    0.01% of the 13F portfolio, value $4,377,590.

    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 80,487 shares
    Change vs previous 13F -4,369 shares

    0.01% of the 13F portfolio, value $3,118,851.

    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 84,856 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,924,073.

    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).