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OSAIC HOLDINGS, INC.: WAFD position timeline

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

OSAIC HOLDINGS, INC. held 21,666 WAFD 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 21,666 shares
    Change vs previous 13F -2,187 shares

    <0.01% of the 13F portfolio, value $831,320.

    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 23,853 shares
    Change vs previous 13F -236 shares

    <0.01% of the 13F portfolio, value $748,996.

    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 24,089 shares
    Change vs previous 13F -2,033 shares

    <0.01% of the 13F portfolio, value $771,571.

    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 26,122 shares
    Change vs previous 13F +383 shares

    <0.01% of the 13F portfolio, value $792,461.

    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 25,739 shares
    Change vs previous 13F -576 shares

    <0.01% of the 13F portfolio, value $753,624.

    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 26,315 shares
    Change vs previous 13F -4,571 shares

    <0.01% of the 13F portfolio, value $752,089.

    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 30,886 shares
    Change vs previous 13F +3,510 shares

    <0.01% of the 13F portfolio, value $995,772.

    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 27,376 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $954,041.

    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).