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OSAIC HOLDINGS, INC.: WTAI position timeline

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

OSAIC HOLDINGS, INC. held 99,557 WTAI 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 99,557 shares
    Change vs previous 13F +5,488 shares

    0.01% of the 13F portfolio, value $4,726,017.

    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 94,069 shares
    Change vs previous 13F +663 shares

    <0.01% of the 13F portfolio, value $2,655,594.

    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 93,406 shares
    Change vs previous 13F +5,405 shares

    <0.01% of the 13F portfolio, value $2,721,922.

    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 88,001 shares
    Change vs previous 13F +7,819 shares

    <0.01% of the 13F portfolio, value $2,393,121.

    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 80,182 shares
    Change vs previous 13F +43,950 shares

    <0.01% of the 13F portfolio, value $1,969,307.

    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 36,232 shares
    Change vs previous 13F +18,454 shares

    <0.01% of the 13F portfolio, value $688,433.

    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 17,778 shares
    Change vs previous 13F +212 shares

    <0.01% of the 13F portfolio, value $391,134.

    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 17,566 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $350,087.

    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).