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OSAIC HOLDINGS, INC.: VOT position timeline

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

OSAIC HOLDINGS, INC. held 208,637 VOT 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 208,637 shares
    Change vs previous 13F +24,347 shares

    0.08% of the 13F portfolio, value $63,950,905.

    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 184,290 shares
    Change vs previous 13F +26,010 shares

    0.07% of the 13F portfolio, value $47,458,411.

    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 158,280 shares
    Change vs previous 13F -150,477 shares

    0.06% of the 13F portfolio, value $44,216,949.

    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 308,757 shares
    Change vs previous 13F -28,094 shares

    0.13% of the 13F portfolio, value $90,357,242.

    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 336,851 shares
    Change vs previous 13F +221,155 shares

    0.16% of the 13F portfolio, value $88,466,227.

    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 115,696 shares
    Change vs previous 13F -168,031 shares

    0.06% of the 13F portfolio, value $28,324,962.

    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 283,727 shares
    Change vs previous 13F -24,039 shares

    0.16% of the 13F portfolio, value $70,532,472.

    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 307,766 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $69,107,540.

    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).