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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

  1. period ended2026-06-30
    13F 330,779 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 295,512 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 257,656 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 357,605 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 314,935 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 192,134 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 242,972 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 232,468 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).