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OSAIC HOLDINGS, INC.: WMT position timeline

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

OSAIC HOLDINGS, INC. held 2,238,944 WMT 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 2,238,944 shares
    Change vs previous 13F +157,126 shares

    0.3% of the 13F portfolio, value $253,659,673.

    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 2,081,818 shares
    Change vs previous 13F +232,469 shares

    0.38% of the 13F portfolio, value $258,786,464.

    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 1,849,349 shares
    Change vs previous 13F -24,157 shares

    0.3% of the 13F portfolio, value $206,099,478.

    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 1,873,506 shares
    Change vs previous 13F +113,459 shares

    0.26% of the 13F portfolio, value $186,932,242.

    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 1,760,047 shares
    Change vs previous 13F +222,831 shares

    0.3% of the 13F portfolio, value $170,568,305.

    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 1,537,216 shares
    Change vs previous 13F +37,238 shares

    0.3% of the 13F portfolio, value $134,991,558.

    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 1,499,978 shares
    Change vs previous 13F +318 shares

    0.3% of the 13F portfolio, value $132,372,667.

    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 1,499,660 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $121,122,597.

    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).