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OSAIC HOLDINGS, INC.: WELL position timeline

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

OSAIC HOLDINGS, INC. held 280,122 WELL 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 280,122 shares
    Change vs previous 13F +5,003 shares

    0.07% of the 13F portfolio, value $63,594,624.

    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 275,119 shares
    Change vs previous 13F +16,355 shares

    0.08% of the 13F portfolio, value $54,406,113.

    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 258,764 shares
    Change vs previous 13F +14,283 shares

    0.07% of the 13F portfolio, value $48,042,763.

    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 244,481 shares
    Change vs previous 13F +167,612 shares

    0.06% of the 13F portfolio, value $43,148,756.

    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 76,869 shares
    Change vs previous 13F +12,146 shares

    0.02% of the 13F portfolio, value $11,825,482.

    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 64,723 shares
    Change vs previous 13F -11,005 shares

    0.02% of the 13F portfolio, value $9,926,516.

    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 75,728 shares
    Change vs previous 13F +2,676 shares

    0.02% of the 13F portfolio, value $8,058,676.

    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 73,052 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,361,530.

    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).