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OSAIC HOLDINGS, INC.: VWOB position timeline

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

OSAIC HOLDINGS, INC. held 154,122 VWOB 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 154,122 shares
    Change vs previous 13F +11,790 shares

    0.01% of the 13F portfolio, value $10,364,326.

    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 142,332 shares
    Change vs previous 13F +15,017 shares

    0.01% of the 13F portfolio, value $9,350,127.

    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 127,315 shares
    Change vs previous 13F +56,767 shares

    0.01% of the 13F portfolio, value $8,585,956.

    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 70,548 shares
    Change vs previous 13F +35,458 shares

    0.01% of the 13F portfolio, value $4,703,104.

    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 35,090 shares
    Change vs previous 13F +1,823 shares

    <0.01% of the 13F portfolio, value $2,294,311.

    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 33,267 shares
    Change vs previous 13F -3,096 shares

    <0.01% of the 13F portfolio, value $2,136,552.

    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 36,363 shares
    Change vs previous 13F -12,569 shares

    0.01% of the 13F portfolio, value $2,296,598.

    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 48,932 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,247,807.

    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).