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OSAIC HOLDINGS, INC.: USMV position timeline

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

OSAIC HOLDINGS, INC. held 908,696 USMV 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 908,696 shares
    Change vs previous 13F +89,951 shares

    0.1% of the 13F portfolio, value $87,683,176.

    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 818,745 shares
    Change vs previous 13F -155,992 shares

    0.11% of the 13F portfolio, value $75,952,011.

    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 974,737 shares
    Change vs previous 13F -113,757 shares

    0.13% of the 13F portfolio, value $91,808,986.

    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 1,088,494 shares
    Change vs previous 13F -42,812 shares

    0.14% of the 13F portfolio, value $102,891,406.

    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 1,131,306 shares
    Change vs previous 13F -297,906 shares

    0.19% of the 13F portfolio, value $106,206,313.

    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 1,429,212 shares
    Change vs previous 13F -4,293 shares

    0.3% of the 13F portfolio, value $133,885,670.

    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 1,433,505 shares
    Change vs previous 13F +85,973 shares

    0.28% of the 13F portfolio, value $124,937,765.

    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 1,347,532 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $123,069,093.

    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).