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OSAIC HOLDINGS, INC.: VTR position timeline

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

OSAIC HOLDINGS, INC. held 107,527 VTR 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 107,527 shares
    Change vs previous 13F -1,531 shares

    0.01% of the 13F portfolio, value $9,550,110.

    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 109,058 shares
    Change vs previous 13F +43,279 shares

    0.01% of the 13F portfolio, value $8,920,167.

    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 65,779 shares
    Change vs previous 13F -8,996 shares

    0.01% of the 13F portfolio, value $5,092,007.

    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 74,775 shares
    Change vs previous 13F +18,025 shares

    0.01% of the 13F portfolio, value $5,187,948.

    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 56,750 shares
    Change vs previous 13F +9,115 shares

    0.01% of the 13F portfolio, value $3,632,414.

    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 47,635 shares
    Change vs previous 13F -1,664 shares

    0.01% of the 13F portfolio, value $3,277,954.

    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 49,299 shares
    Change vs previous 13F -16,681 shares

    0.01% of the 13F portfolio, value $2,905,313.

    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 65,980 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,233,186.

    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).