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OSAIC HOLDINGS, INC.: WEC position timeline

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

OSAIC HOLDINGS, INC. held 251,293 WEC 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 251,293 shares
    Change vs previous 13F +13,992 shares

    0.03% of the 13F portfolio, value $29,390,181.

    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 237,301 shares
    Change vs previous 13F -8,218 shares

    0.04% of the 13F portfolio, value $27,512,832.

    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 245,519 shares
    Change vs previous 13F +11,563 shares

    0.04% of the 13F portfolio, value $25,921,806.

    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 233,956 shares
    Change vs previous 13F +23,349 shares

    0.04% of the 13F portfolio, value $25,729,509.

    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 210,607 shares
    Change vs previous 13F +31,234 shares

    0.04% of the 13F portfolio, value $22,103,442.

    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 179,373 shares
    Change vs previous 13F -7,607 shares

    0.04% of the 13F portfolio, value $19,560,102.

    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 186,980 shares
    Change vs previous 13F +563 shares

    0.04% of the 13F portfolio, value $17,390,235.

    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 186,417 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $17,939,376.

    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).