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OSAIC HOLDINGS, INC.: WDI position timeline

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

OSAIC HOLDINGS, INC. held 20,046 WDI 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 20,046 shares
    Change vs previous 13F +2,530 shares

    <0.01% of the 13F portfolio, value $271,822.

    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 17,516 shares
    Change vs previous 13F -500 shares

    <0.01% of the 13F portfolio, value $235,414.

    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 18,016 shares
    Change vs previous 13F +2,000 shares

    <0.01% of the 13F portfolio, value $248,799.

    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 16,016 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $240,371.

    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 16,016 shares
    Change vs previous 13F -2,403 shares

    <0.01% of the 13F portfolio, value $237,676.

    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 18,419 shares
    Change vs previous 13F +1,050 shares

    <0.01% of the 13F portfolio, value $266,167.

    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 17,369 shares
    Change vs previous 13F +15,880 shares

    <0.01% of the 13F portfolio, value $247,523.

    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 1,489 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $23,347.

    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).