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Disclosery

OSAIC HOLDINGS, INC.: VAL position timeline

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

OSAIC HOLDINGS, INC. held 4,385 VAL 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 4,385 shares
    Change vs previous 13F -15,941 shares

    <0.01% of the 13F portfolio, value $318,350.

    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 20,326 shares
    Change vs previous 13F +15,891 shares

    <0.01% of the 13F portfolio, value $1,992,616.

    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 4,435 shares
    Change vs previous 13F -655 shares

    <0.01% of the 13F portfolio, value $223,521.

    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 5,090 shares
    Change vs previous 13F +348 shares

    <0.01% of the 13F portfolio, value $251,777.

    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 4,742 shares
    Change vs previous 13F -6,822 shares

    <0.01% of the 13F portfolio, value $199,636.

    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 11,564 shares
    Change vs previous 13F +1,783 shares

    <0.01% of the 13F portfolio, value $453,986.

    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 9,781 shares
    Change vs previous 13F +3,133 shares

    <0.01% of the 13F portfolio, value $432,398.

    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 6,648 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $370,626.

    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).