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OSAIC HOLDINGS, INC.: WIA position timeline

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

OSAIC HOLDINGS, INC. held 15,557 WIA 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 15,557 shares
    Change vs previous 13F -13,675 shares

    <0.01% of the 13F portfolio, value $126,479.

    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 29,232 shares
    Change vs previous 13F -15,235 shares

    <0.01% of the 13F portfolio, value $236,184.

    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 44,467 shares
    Change vs previous 13F +10,813 shares

    <0.01% of the 13F portfolio, value $367,724.

    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 33,654 shares
    Change vs previous 13F +9,025 shares

    <0.01% of the 13F portfolio, value $283,347.

    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 24,629 shares
    Change vs previous 13F -713 shares

    <0.01% of the 13F portfolio, value $206,873.

    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 25,342 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $211,590.

    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 25,362 shares
    Change vs previous 13F -1,686 shares

    <0.01% of the 13F portfolio, value $202,896.

    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 27,048 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $231,260.

    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).