OSAIC HOLDINGS, INC.: WHF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on WHF, newest first. How the timeline and the estimate are built.
OSAIC HOLDINGS, INC. held 2,871 WHF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 2,871 sharesChange vs previous 13F -12,052 shares
<0.01% of the 13F portfolio, value $19,243.
13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,923 sharesChange vs previous 13F -3,711 shares
<0.01% of the 13F portfolio, value $110,439.
13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,634 sharesChange vs previous 13F +5,665 shares
<0.01% of the 13F portfolio, value $129,519.
13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,969 sharesChange vs previous 13F +657 shares
<0.01% of the 13F portfolio, value $105,215.
13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 12,312 sharesChange vs previous 13F -2,793 shares
<0.01% of the 13F portfolio, value $107,363.
13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,105 sharesChange vs previous 13F -1,988 shares
<0.01% of the 13F portfolio, value $145,768.
13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 17,093 sharesChange vs previous 13F -370 shares
<0.01% of the 13F portfolio, value $165,465.
13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,463 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $202,062.
13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).