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OSAIC HOLDINGS, INC.: VFLO position timeline

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

OSAIC HOLDINGS, INC. held 848,053 VFLO 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 848,053 shares
    Change vs previous 13F +9,863 shares

    0.05% of the 13F portfolio, value $38,810,013.

    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 838,190 shares
    Change vs previous 13F +24,939 shares

    0.05% of the 13F portfolio, value $33,101,727.

    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 813,251 shares
    Change vs previous 13F +37,341 shares

    0.05% of the 13F portfolio, value $32,035,555.

    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 775,910 shares
    Change vs previous 13F -53,380 shares

    0.04% of the 13F portfolio, value $29,051,992.

    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 829,290 shares
    Change vs previous 13F +118,893 shares

    0.05% of the 13F portfolio, value $29,324,088.

    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 710,397 shares
    Change vs previous 13F +364,020 shares

    0.05% of the 13F portfolio, value $24,361,382.

    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 346,377 shares
    Change vs previous 13F +191,241 shares

    0.03% of the 13F portfolio, value $11,813,597.

    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 155,136 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,165,829.

    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).