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OSAIC HOLDINGS, INC.: WPC position timeline

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

OSAIC HOLDINGS, INC. held 197,419 WPC 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 197,419 shares
    Change vs previous 13F +38,443 shares

    0.02% of the 13F portfolio, value $14,120,807.

    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 158,976 shares
    Change vs previous 13F -48,327 shares

    0.02% of the 13F portfolio, value $10,806,829.

    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 207,303 shares
    Change vs previous 13F -30,741 shares

    0.02% of the 13F portfolio, value $13,348,486.

    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 238,044 shares
    Change vs previous 13F +20,993 shares

    0.02% of the 13F portfolio, value $16,086,764.

    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 217,051 shares
    Change vs previous 13F +9,706 shares

    0.02% of the 13F portfolio, value $13,547,881.

    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 207,345 shares
    Change vs previous 13F -65,806 shares

    0.03% of the 13F portfolio, value $13,089,750.

    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 273,151 shares
    Change vs previous 13F +4,654 shares

    0.03% of the 13F portfolio, value $14,883,403.

    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 268,497 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $16,729,433.

    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).