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OSAIC HOLDINGS, INC.: WFC position timeline

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

OSAIC HOLDINGS, INC. held 691,880 WFC 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 691,880 shares
    Change vs previous 13F +107,484 shares

    0.07% of the 13F portfolio, value $57,196,160.

    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 584,396 shares
    Change vs previous 13F +69,637 shares

    0.07% of the 13F portfolio, value $46,539,553.

    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 514,759 shares
    Change vs previous 13F -118,623 shares

    0.07% of the 13F portfolio, value $47,988,392.

    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 633,382 shares
    Change vs previous 13F +45,176 shares

    0.07% of the 13F portfolio, value $52,707,744.

    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 588,206 shares
    Change vs previous 13F +164,085 shares

    0.08% of the 13F portfolio, value $46,208,751.

    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 424,121 shares
    Change vs previous 13F -60,758 shares

    0.07% of the 13F portfolio, value $30,462,852.

    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 484,879 shares
    Change vs previous 13F -39,546 shares

    0.07% of the 13F portfolio, value $31,549,685.

    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 524,425 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $29,634,701.

    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).