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OSAIC HOLDINGS, INC.: WCMI position timeline

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

OSAIC HOLDINGS, INC. held 829,630 WCMI 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 829,630 shares
    Change vs previous 13F +308,162 shares

    0.02% of the 13F portfolio, value $16,235,294.

    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 521,468 shares
    Change vs previous 13F +174,557 shares

    0.01% of the 13F portfolio, value $8,744,631.

    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 346,911 shares
    Change vs previous 13F +83,696 shares

    0.01% of the 13F portfolio, value $5,900,746.

    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 263,215 shares
    Change vs previous 13F +248,392 shares

    0.01% of the 13F portfolio, value $4,139,422.

    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 14,823 shares
    Change vs previous 13F -306 shares

    <0.01% of the 13F portfolio, value $235,828.

    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 15,129 shares
    Change vs previous 13F +3,683 shares

    <0.01% of the 13F portfolio, value $213,917.

    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 11,446 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $150,622.

    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).