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Disclosery

OSAIC HOLDINGS, INC.: WM position timeline

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

OSAIC HOLDINGS, INC. held 221,616 WM 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 221,616 shares
    Change vs previous 13F +16,493 shares

    0.06% of the 13F portfolio, value $49,443,193.

    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 205,123 shares
    Change vs previous 13F +29,607 shares

    0.07% of the 13F portfolio, value $47,173,297.

    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 175,516 shares
    Change vs previous 13F -48,149 shares

    0.06% of the 13F portfolio, value $38,606,241.

    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 223,665 shares
    Change vs previous 13F +18,199 shares

    0.07% of the 13F portfolio, value $49,956,303.

    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 205,466 shares
    Change vs previous 13F +27,698 shares

    0.08% of the 13F portfolio, value $47,133,841.

    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 177,768 shares
    Change vs previous 13F -9,626 shares

    0.09% of the 13F portfolio, value $41,202,586.

    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 187,394 shares
    Change vs previous 13F +12,260 shares

    0.08% of the 13F portfolio, value $35,446,502.

    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 175,134 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $36,386,243.

    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).