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OSAIC HOLDINGS, INC.: VTES position timeline

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

OSAIC HOLDINGS, INC. held 66,517 VTES 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 66,517 shares
    Change vs previous 13F +38,963 shares

    0.01% of the 13F portfolio, value $6,739,251.

    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 27,554 shares
    Change vs previous 13F -11,887 shares

    <0.01% of the 13F portfolio, value $2,787,305.

    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 39,441 shares
    Change vs previous 13F +2,493 shares

    0.01% of the 13F portfolio, value $4,006,780.

    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 36,948 shares
    Change vs previous 13F +6,577 shares

    0.01% of the 13F portfolio, value $3,762,520.

    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 30,371 shares
    Change vs previous 13F +8,626 shares

    0.01% of the 13F portfolio, value $3,065,424.

    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 21,745 shares
    Change vs previous 13F +18,285 shares

    <0.01% of the 13F portfolio, value $2,185,681.

    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 3,460 shares
    Change vs previous 13F +261 shares

    <0.01% of the 13F portfolio, value $346,913.

    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 3,199 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $324,518.

    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).