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OSAIC HOLDINGS, INC.: WMS position timeline

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

OSAIC HOLDINGS, INC. held 9,549 WMS 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 9,549 shares
    Change vs previous 13F +7,708 shares

    <0.01% of the 13F portfolio, value $1,498,778.

    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 1,841 shares
    Change vs previous 13F -1,189 shares

    <0.01% of the 13F portfolio, value $252,490.

    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 3,030 shares
    Change vs previous 13F -11,848 shares

    <0.01% of the 13F portfolio, value $438,921.

    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 14,878 shares
    Change vs previous 13F -509 shares

    <0.01% of the 13F portfolio, value $2,127,237.

    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 15,387 shares
    Change vs previous 13F +794 shares

    <0.01% of the 13F portfolio, value $1,767,179.

    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 14,593 shares
    Change vs previous 13F +3,908 shares

    <0.01% of the 13F portfolio, value $1,585,366.

    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 10,685 shares
    Change vs previous 13F -3,627 shares

    <0.01% of the 13F portfolio, value $1,235,088.

    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 14,312 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,249,172.

    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).