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OSAIC HOLDINGS, INC.: VFMO position timeline

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

OSAIC HOLDINGS, INC. held 18,876 VFMO 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 18,876 shares
    Change vs previous 13F +2,803 shares

    0.01% of the 13F portfolio, value $4,710,768.

    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 16,073 shares
    Change vs previous 13F -5,304 shares

    <0.01% of the 13F portfolio, value $3,168,688.

    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 21,377 shares
    Change vs previous 13F +2,141 shares

    0.01% of the 13F portfolio, value $4,088,888.

    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 19,236 shares
    Change vs previous 13F +5,752 shares

    0.01% of the 13F portfolio, value $3,619,555.

    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 13,484 shares
    Change vs previous 13F -506 shares

    <0.01% of the 13F portfolio, value $2,326,544.

    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 13,990 shares
    Change vs previous 13F -17,536 shares

    <0.01% of the 13F portfolio, value $2,122,577.

    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 31,526 shares
    Change vs previous 13F +19,021 shares

    0.01% of the 13F portfolio, value $5,181,730.

    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 12,505 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,012,627.

    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).