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Disclosery

OSAIC HOLDINGS, INC.: VO position timeline

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

OSAIC HOLDINGS, INC. held 3,445,858 VO 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 3,445,858 shares
    Change vs previous 13F +2,712,999 shares

    0.33% of the 13F portfolio, value $277,691,298.

    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 732,859 shares
    Change vs previous 13F -7,533 shares

    0.31% of the 13F portfolio, value $210,626,188.

    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 740,392 shares
    Change vs previous 13F +7,153 shares

    0.31% of the 13F portfolio, value $215,071,116.

    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 733,239 shares
    Change vs previous 13F +46,901 shares

    0.3% of the 13F portfolio, value $214,130,413.

    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 686,338 shares
    Change vs previous 13F +3,298 shares

    0.34% of the 13F portfolio, value $191,722,058.

    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 683,040 shares
    Change vs previous 13F +79,424 shares

    0.39% of the 13F portfolio, value $176,783,816.

    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 603,616 shares
    Change vs previous 13F +5,937 shares

    0.36% of the 13F portfolio, value $159,529,044.

    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 597,679 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $157,779,951.

    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).