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OSAIC HOLDINGS, INC.: VLU position timeline

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

OSAIC HOLDINGS, INC. held 106,043 VLU 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 106,043 shares
    Change vs previous 13F +8,456 shares

    0.03% of the 13F portfolio, value $25,261,895.

    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 97,587 shares
    Change vs previous 13F +6,046 shares

    0.03% of the 13F portfolio, value $20,980,298.

    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 91,541 shares
    Change vs previous 13F +15,499 shares

    0.03% of the 13F portfolio, value $19,283,074.

    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 76,042 shares
    Change vs previous 13F -8,392 shares

    0.02% of the 13F portfolio, value $15,353,035.

    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 84,434 shares
    Change vs previous 13F -10,927 shares

    0.03% of the 13F portfolio, value $16,224,557.

    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 95,361 shares
    Change vs previous 13F +27,578 shares

    0.04% of the 13F portfolio, value $17,530,181.

    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 67,783 shares
    Change vs previous 13F +12,310 shares

    0.03% of the 13F portfolio, value $12,476,218.

    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 55,473 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,231,141.

    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).