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OSAIC HOLDINGS, INC.: VFH position timeline

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

OSAIC HOLDINGS, INC. held 303,034 VFH 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 303,034 shares
    Change vs previous 13F +46,289 shares

    0.05% of the 13F portfolio, value $39,904,064.

    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 256,745 shares
    Change vs previous 13F -67,049 shares

    0.05% of the 13F portfolio, value $31,032,862.

    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 323,794 shares
    Change vs previous 13F -5,745 shares

    0.06% of the 13F portfolio, value $43,254,762.

    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 329,539 shares
    Change vs previous 13F +32,861 shares

    0.06% of the 13F portfolio, value $43,473,448.

    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 296,678 shares
    Change vs previous 13F +27,589 shares

    0.07% of the 13F portfolio, value $37,738,726.

    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 269,089 shares
    Change vs previous 13F +56,923 shares

    0.07% of the 13F portfolio, value $32,179,396.

    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 212,166 shares
    Change vs previous 13F -11,853 shares

    0.06% of the 13F portfolio, value $25,066,982.

    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 224,019 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $24,634,226.

    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).