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OSAIC HOLDINGS, INC.: VOE position timeline

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

OSAIC HOLDINGS, INC. held 707,246 VOE 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 707,246 shares
    Change vs previous 13F +47,626 shares

    0.16% of the 13F portfolio, value $139,831,603.

    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 659,620 shares
    Change vs previous 13F +253,910 shares

    0.18% of the 13F portfolio, value $121,620,962.

    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 405,710 shares
    Change vs previous 13F -296,615 shares

    0.11% of the 13F portfolio, value $72,031,515.

    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 702,325 shares
    Change vs previous 13F +25,514 shares

    0.17% of the 13F portfolio, value $122,166,714.

    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 676,811 shares
    Change vs previous 13F +363,254 shares

    0.2% of the 13F portfolio, value $110,260,743.

    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 313,557 shares
    Change vs previous 13F -103,820 shares

    0.11% of the 13F portfolio, value $50,386,587.

    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 417,377 shares
    Change vs previous 13F -17,300 shares

    0.15% of the 13F portfolio, value $66,744,764.

    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 434,677 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $72,917,732.

    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).