Skip to content
Disclosery

OSAIC HOLDINGS, INC.: VGM position timeline

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

OSAIC HOLDINGS, INC. held 97,276 VGM 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 97,276 shares
    Change vs previous 13F +10,397 shares

    <0.01% of the 13F portfolio, value $1,031,144.

    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 86,879 shares
    Change vs previous 13F +25,396 shares

    <0.01% of the 13F portfolio, value $857,519.

    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 61,483 shares
    Change vs previous 13F -28,302 shares

    <0.01% of the 13F portfolio, value $637,596.

    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 89,785 shares
    Change vs previous 13F +11,776 shares

    <0.01% of the 13F portfolio, value $862,536.

    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 78,009 shares
    Change vs previous 13F +31,189 shares

    <0.01% of the 13F portfolio, value $741,665.

    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 46,820 shares
    Change vs previous 13F -1,161 shares

    <0.01% of the 13F portfolio, value $466,326.

    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 47,981 shares
    Change vs previous 13F +4,565 shares

    <0.01% of the 13F portfolio, value $484,611.

    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 43,416 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $458,474.

    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).