Skip to content
Disclosery

OSAIC HOLDINGS, INC.: WAL position timeline

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

OSAIC HOLDINGS, INC. held 20,738 WAL 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 20,738 shares
    Change vs previous 13F +1,909 shares

    <0.01% of the 13F portfolio, value $1,705,219.

    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 18,829 shares
    Change vs previous 13F +12,931 shares

    <0.01% of the 13F portfolio, value $1,334,289.

    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 5,898 shares
    Change vs previous 13F -46,468 shares

    <0.01% of the 13F portfolio, value $496,255.

    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 52,366 shares
    Change vs previous 13F +43,572 shares

    0.01% of the 13F portfolio, value $4,556,043.

    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 8,794 shares
    Change vs previous 13F -4,767 shares

    <0.01% of the 13F portfolio, value $685,880.

    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 13,561 shares
    Change vs previous 13F +577 shares

    <0.01% of the 13F portfolio, value $1,042,216.

    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 12,984 shares
    Change vs previous 13F +1,104 shares

    <0.01% of the 13F portfolio, value $1,084,867.

    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 11,880 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,027,769.

    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).