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OSAIC HOLDINGS, INC.: WTFC position timeline

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

OSAIC HOLDINGS, INC. held 3,065 WTFC 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 3,065 shares
    Change vs previous 13F +492 shares

    <0.01% of the 13F portfolio, value $492,893.

    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 2,573 shares
    Change vs previous 13F +343 shares

    <0.01% of the 13F portfolio, value $357,602.

    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 2,230 shares
    Change vs previous 13F -42,397 shares

    <0.01% of the 13F portfolio, value $311,873.

    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 44,627 shares
    Change vs previous 13F +37,109 shares

    0.01% of the 13F portfolio, value $5,917,959.

    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 7,518 shares
    Change vs previous 13F +4,294 shares

    <0.01% of the 13F portfolio, value $884,372.

    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 3,224 shares
    Change vs previous 13F -1,531 shares

    <0.01% of the 13F portfolio, value $362,844.

    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 4,755 shares
    Change vs previous 13F +716 shares

    <0.01% of the 13F portfolio, value $593,241.

    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 4,039 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $438,500.

    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).