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OSAIC HOLDINGS, INC.: TRMK position timeline

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

OSAIC HOLDINGS, INC. held 1,011 TRMK 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 1,011 shares
    Change vs previous 13F +394 shares

    <0.01% of the 13F portfolio, value $46,528.

    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 617 shares
    Change vs previous 13F +306 shares

    <0.01% of the 13F portfolio, value $25,998.

    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 311 shares
    Change vs previous 13F -21,073 shares

    <0.01% of the 13F portfolio, value $12,113.

    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 21,384 shares
    Change vs previous 13F +10,768 shares

    <0.01% of the 13F portfolio, value $846,939.

    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 10,616 shares
    Change vs previous 13F +8,828 shares

    <0.01% of the 13F portfolio, value $367,115.

    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 1,788 shares
    Change vs previous 13F -4,600 shares

    <0.01% of the 13F portfolio, value $61,665.

    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 6,388 shares
    Change vs previous 13F +39 shares

    <0.01% of the 13F portfolio, value $225,925.

    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 6,349 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $202,022.

    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).