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OSAIC HOLDINGS, INC.: TRV position timeline

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

OSAIC HOLDINGS, INC. held 68,184 TRV 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 68,184 shares
    Change vs previous 13F +5,675 shares

    0.03% of the 13F portfolio, value $22,530,204.

    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 62,509 shares
    Change vs previous 13F +6,074 shares

    0.03% of the 13F portfolio, value $18,246,414.

    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 56,435 shares
    Change vs previous 13F -4,356 shares

    0.02% of the 13F portfolio, value $16,387,415.

    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 60,791 shares
    Change vs previous 13F +11,255 shares

    0.02% of the 13F portfolio, value $16,770,214.

    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 49,536 shares
    Change vs previous 13F -8,346 shares

    0.02% of the 13F portfolio, value $13,270,173.

    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 57,882 shares
    Change vs previous 13F +4,336 shares

    0.03% of the 13F portfolio, value $15,325,677.

    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 53,546 shares
    Change vs previous 13F +8,150 shares

    0.02% of the 13F portfolio, value $10,881,621.

    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 45,396 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,639,652.

    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).