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OSAIC HOLDINGS, INC.: VTWG position timeline

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

OSAIC HOLDINGS, INC. held 101,066 VTWG 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 101,066 shares
    Change vs previous 13F +2,024 shares

    0.03% of the 13F portfolio, value $29,085,068.

    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 99,042 shares
    Change vs previous 13F -3,584 shares

    0.03% of the 13F portfolio, value $22,692,393.

    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 102,626 shares
    Change vs previous 13F -3,516 shares

    0.04% of the 13F portfolio, value $24,228,984.

    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 106,142 shares
    Change vs previous 13F +49,188 shares

    0.03% of the 13F portfolio, value $24,442,758.

    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 56,954 shares
    Change vs previous 13F +428 shares

    0.02% of the 13F portfolio, value $11,880,057.

    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 56,526 shares
    Change vs previous 13F +3,385 shares

    0.02% of the 13F portfolio, value $10,541,411.

    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 53,141 shares
    Change vs previous 13F +487 shares

    0.03% of the 13F portfolio, value $11,175,352.

    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 52,654 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,921,451.

    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).