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OSAIC HOLDINGS, INC.: WBIY position timeline

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

OSAIC HOLDINGS, INC. held 9,784 WBIY 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 9,784 shares
    Change vs previous 13F +950 shares

    <0.01% of the 13F portfolio, value $341,985.

    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 8,834 shares
    Change vs previous 13F +867 shares

    <0.01% of the 13F portfolio, value $299,898.

    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 7,967 shares
    Change vs previous 13F +559 shares

    <0.01% of the 13F portfolio, value $255,015.

    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 7,408 shares
    Change vs previous 13F -610 shares

    <0.01% of the 13F portfolio, value $235,610.

    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 8,018 shares
    Change vs previous 13F -1,553 shares

    <0.01% of the 13F portfolio, value $234,560.

    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 9,571 shares
    Change vs previous 13F -4,076 shares

    <0.01% of the 13F portfolio, value $282,477.

    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 13,647 shares
    Change vs previous 13F -24,407 shares

    <0.01% of the 13F portfolio, value $406,170.

    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 38,054 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,192,948.

    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).