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OSAIC HOLDINGS, INC.: VYM position timeline

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

OSAIC HOLDINGS, INC. held 1,623,862 VYM 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 1,623,862 shares
    Change vs previous 13F +239,020 shares

    0.3% of the 13F portfolio, value $256,697,107.

    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 1,384,842 shares
    Change vs previous 13F -70,244 shares

    0.3% of the 13F portfolio, value $205,149,611.

    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 1,455,086 shares
    Change vs previous 13F +84,346 shares

    0.31% of the 13F portfolio, value $208,900,776.

    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 1,370,740 shares
    Change vs previous 13F +268,522 shares

    0.27% of the 13F portfolio, value $192,013,246.

    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 1,102,218 shares
    Change vs previous 13F +55,113 shares

    0.26% of the 13F portfolio, value $146,874,574.

    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 1,047,105 shares
    Change vs previous 13F +104,203 shares

    0.3% of the 13F portfolio, value $135,097,132.

    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 942,902 shares
    Change vs previous 13F +6,240 shares

    0.27% of the 13F portfolio, value $119,978,741.

    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 936,662 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $120,124,681.

    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).