Skip to content
Disclosery

OSAIC HOLDINGS, INC.: TVAL position timeline

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

OSAIC HOLDINGS, INC. held 216,975 TVAL 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 216,975 shares
    Change vs previous 13F +50,104 shares

    0.01% of the 13F portfolio, value $9,043,875.

    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 166,871 shares
    Change vs previous 13F -8,059 shares

    0.01% of the 13F portfolio, value $6,037,664.

    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 174,930 shares
    Change vs previous 13F +14,292 shares

    0.01% of the 13F portfolio, value $6,161,361.

    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 160,638 shares
    Change vs previous 13F +1,312 shares

    0.01% of the 13F portfolio, value $5,435,929.

    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 159,326 shares
    Change vs previous 13F +61,683 shares

    0.01% of the 13F portfolio, value $5,230,870.

    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 97,643 shares
    Change vs previous 13F +17,774 shares

    0.01% of the 13F portfolio, value $3,092,609.

    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 79,869 shares
    Change vs previous 13F +36,320 shares

    0.01% of the 13F portfolio, value $2,461,484.

    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 43,549 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,391,345.

    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).