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OSAIC HOLDINGS, INC.: VFMV position timeline

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

OSAIC HOLDINGS, INC. held 8,335 VFMV 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 8,335 shares
    Change vs previous 13F +409 shares

    <0.01% of the 13F portfolio, value $1,161,657.

    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 7,926 shares
    Change vs previous 13F -1,458 shares

    <0.01% of the 13F portfolio, value $1,055,967.

    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 9,384 shares
    Change vs previous 13F +190 shares

    <0.01% of the 13F portfolio, value $1,223,415.

    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 9,194 shares
    Change vs previous 13F -446 shares

    <0.01% of the 13F portfolio, value $1,202,703.

    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 9,640 shares
    Change vs previous 13F +5,344 shares

    <0.01% of the 13F portfolio, value $1,236,244.

    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 4,296 shares
    Change vs previous 13F +1,933 shares

    <0.01% of the 13F portfolio, value $544,477.

    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 2,363 shares
    Change vs previous 13F +874 shares

    <0.01% of the 13F portfolio, value $284,700.

    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 1,489 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $181,089.

    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).