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OSAIC HOLDINGS, INC.: VMBS position timeline

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

OSAIC HOLDINGS, INC. held 914,540 VMBS 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 914,540 shares
    Change vs previous 13F +55,996 shares

    0.05% of the 13F portfolio, value $42,826,297.

    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 858,544 shares
    Change vs previous 13F +86,039 shares

    0.06% of the 13F portfolio, value $40,325,638.

    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 772,505 shares
    Change vs previous 13F -352,904 shares

    0.05% of the 13F portfolio, value $36,387,576.

    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 1,125,409 shares
    Change vs previous 13F +159,886 shares

    0.07% of the 13F portfolio, value $52,808,811.

    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 965,523 shares
    Change vs previous 13F +514,439 shares

    0.08% of the 13F portfolio, value $44,750,292.

    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 451,084 shares
    Change vs previous 13F -324,148 shares

    0.05% of the 13F portfolio, value $20,906,818.

    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 775,232 shares
    Change vs previous 13F -6,899 shares

    0.08% of the 13F portfolio, value $35,163,615.

    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 782,131 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $36,940,272.

    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).