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OSAIC HOLDINGS, INC.: WES position timeline

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

OSAIC HOLDINGS, INC. held 41,633 WES 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 41,633 shares
    Change vs previous 13F +10,882 shares

    <0.01% of the 13F portfolio, value $1,821,996.

    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 30,751 shares
    Change vs previous 13F -20,898 shares

    <0.01% of the 13F portfolio, value $1,266,113.

    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 51,649 shares
    Change vs previous 13F -26,463 shares

    <0.01% of the 13F portfolio, value $2,040,365.

    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 78,112 shares
    Change vs previous 13F +20,420 shares

    <0.01% of the 13F portfolio, value $3,055,722.

    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 57,692 shares
    Change vs previous 13F +16,416 shares

    <0.01% of the 13F portfolio, value $2,232,748.

    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 41,276 shares
    Change vs previous 13F +11,341 shares

    <0.01% of the 13F portfolio, value $1,690,824.

    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 29,935 shares
    Change vs previous 13F +15,617 shares

    <0.01% of the 13F portfolio, value $1,150,484.

    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 14,318 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $547,837.

    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).