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OSAIC HOLDINGS, INC.: WSM position timeline

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

OSAIC HOLDINGS, INC. held 18,533 WSM 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 18,533 shares
    Change vs previous 13F +424 shares

    0.01% of the 13F portfolio, value $4,322,904.

    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 18,109 shares
    Change vs previous 13F -1,300 shares

    <0.01% of the 13F portfolio, value $3,303,826.

    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 19,409 shares
    Change vs previous 13F -63,404 shares

    0.01% of the 13F portfolio, value $3,468,424.

    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 82,813 shares
    Change vs previous 13F +31,750 shares

    0.02% of the 13F portfolio, value $16,051,139.

    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 51,063 shares
    Change vs previous 13F +24,295 shares

    0.01% of the 13F portfolio, value $8,200,305.

    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 26,768 shares
    Change vs previous 13F -9,741 shares

    0.01% of the 13F portfolio, value $4,233,800.

    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 36,509 shares
    Change vs previous 13F +3,621 shares

    0.01% of the 13F portfolio, value $5,391,499.

    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 32,888 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,096,460.

    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).