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OSAIC HOLDINGS, INC.: TRFM position timeline

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

OSAIC HOLDINGS, INC. held 454,043 TRFM 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 454,043 shares
    Change vs previous 13F +291,251 shares

    0.03% of the 13F portfolio, value $28,681,649.

    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 162,792 shares
    Change vs previous 13F +13,396 shares

    0.01% of the 13F portfolio, value $7,561,813.

    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 149,396 shares
    Change vs previous 13F +39,124 shares

    0.01% of the 13F portfolio, value $7,118,546.

    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 110,272 shares
    Change vs previous 13F +30,899 shares

    0.01% of the 13F portfolio, value $5,073,409.

    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 79,373 shares
    Change vs previous 13F +3,802 shares

    0.01% of the 13F portfolio, value $3,428,068.

    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 75,571 shares
    Change vs previous 13F +54,484 shares

    0.01% of the 13F portfolio, value $2,607,911.

    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 21,087 shares
    Change vs previous 13F +8,132 shares

    <0.01% of the 13F portfolio, value $800,242.

    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 12,955 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $451,476.

    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).