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OSAIC HOLDINGS, INC.: VT position timeline

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

OSAIC HOLDINGS, INC. held 348,399 VT 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 348,399 shares
    Change vs previous 13F +104,611 shares

    0.06% of the 13F portfolio, value $54,687,934.

    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 243,788 shares
    Change vs previous 13F -1,169 shares

    0.05% of the 13F portfolio, value $33,725,031.

    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 244,957 shares
    Change vs previous 13F -1,689 shares

    0.05% of the 13F portfolio, value $34,557,750.

    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 246,646 shares
    Change vs previous 13F +4,664 shares

    0.05% of the 13F portfolio, value $33,443,070.

    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 241,982 shares
    Change vs previous 13F +20,515 shares

    0.06% of the 13F portfolio, value $31,103,037.

    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 221,467 shares
    Change vs previous 13F +56,051 shares

    0.06% of the 13F portfolio, value $25,681,694.

    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 165,416 shares
    Change vs previous 13F +12,992 shares

    0.04% of the 13F portfolio, value $19,435,066.

    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 152,424 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $18,247,023.

    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).