OSAIC HOLDINGS, INC.: VBK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on VBK, newest first. How the timeline and the estimate are built.
OSAIC HOLDINGS, INC. held 330,779 VBK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 330,779 sharesChange vs previous 13F +35,267 shares
0.14% of the 13F portfolio, value $121,081,737.
13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 295,512 sharesChange vs previous 13F +37,856 shares
0.13% of the 13F portfolio, value $89,397,755.
13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 257,656 sharesChange vs previous 13F -99,949 shares
0.11% of the 13F portfolio, value $77,925,332.
13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 357,605 sharesChange vs previous 13F +42,670 shares
0.15% of the 13F portfolio, value $105,909,177.
13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 314,935 sharesChange vs previous 13F +122,801 shares
0.15% of the 13F portfolio, value $84,717,388.
13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 192,134 sharesChange vs previous 13F -50,838 shares
0.11% of the 13F portfolio, value $48,436,842.
13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 242,972 sharesChange vs previous 13F +10,504 shares
0.15% of the 13F portfolio, value $66,620,858.
13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 232,468 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $62,213,457.
13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).