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OSAIC HOLDINGS, INC.: USFR position timeline

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

OSAIC HOLDINGS, INC. held 1,755,340 USFR 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 1,755,340 shares
    Change vs previous 13F +46,416 shares

    0.1% of the 13F portfolio, value $88,382,957.

    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 1,708,924 shares
    Change vs previous 13F +63,810 shares

    0.13% of the 13F portfolio, value $86,029,080.

    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 1,645,114 shares
    Change vs previous 13F -319,608 shares

    0.12% of the 13F portfolio, value $82,783,803.

    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 1,964,722 shares
    Change vs previous 13F -96,235 shares

    0.14% of the 13F portfolio, value $98,796,881.

    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 2,060,957 shares
    Change vs previous 13F +248,495 shares

    0.18% of the 13F portfolio, value $103,688,567.

    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 1,812,462 shares
    Change vs previous 13F +393,280 shares

    0.2% of the 13F portfolio, value $91,222,574.

    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 1,419,182 shares
    Change vs previous 13F +25,236 shares

    0.16% of the 13F portfolio, value $71,353,965.

    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 1,393,946 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $70,005,974.

    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).