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OSAIC HOLDINGS, INC.: VBR position timeline

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

OSAIC HOLDINGS, INC. held 854,208 VBR 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 854,208 shares
    Change vs previous 13F +44,950 shares

    0.24% of the 13F portfolio, value $207,770,124.

    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 809,258 shares
    Change vs previous 13F +200,249 shares

    0.26% of the 13F portfolio, value $175,975,077.

    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 609,009 shares
    Change vs previous 13F -276,445 shares

    0.19% of the 13F portfolio, value $129,168,448.

    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 885,454 shares
    Change vs previous 13F +73,166 shares

    0.26% of the 13F portfolio, value $184,968,341.

    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 812,288 shares
    Change vs previous 13F +326,129 shares

    0.28% of the 13F portfolio, value $156,323,141.

    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 486,159 shares
    Change vs previous 13F -239,294 shares

    0.2% of the 13F portfolio, value $90,699,764.

    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 725,453 shares
    Change vs previous 13F +27,426 shares

    0.32% of the 13F portfolio, value $141,572,694.

    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 698,027 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $140,262,869.

    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).