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OSAIC HOLDINGS, INC.: VRT position timeline

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

OSAIC HOLDINGS, INC. held 269,083 VRT 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 269,083 shares
    Change vs previous 13F +43,692 shares

    0.11% of the 13F portfolio, value $90,101,893.

    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 225,391 shares
    Change vs previous 13F +10,799 shares

    0.08% of the 13F portfolio, value $56,483,167.

    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 214,592 shares
    Change vs previous 13F +30,132 shares

    0.05% of the 13F portfolio, value $34,768,508.

    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 184,460 shares
    Change vs previous 13F +29,664 shares

    0.03% of the 13F portfolio, value $24,952,687.

    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 154,796 shares
    Change vs previous 13F +18,213 shares

    0.03% of the 13F portfolio, value $19,642,344.

    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 136,583 shares
    Change vs previous 13F +25,562 shares

    0.02% of the 13F portfolio, value $9,861,833.

    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 111,021 shares
    Change vs previous 13F +27,080 shares

    0.03% of the 13F portfolio, value $12,383,362.

    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 83,941 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,351,182.

    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).