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Disclosery

OSAIC HOLDINGS, INC.: WTM position timeline

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

OSAIC HOLDINGS, INC. held 652 WTM 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 652 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $1,351,837.

    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 650 shares
    Change vs previous 13F +240 shares

    <0.01% of the 13F portfolio, value $1,428,008.

    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 410 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $852,005.

    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 413 shares
    Change vs previous 13F +23 shares

    <0.01% of the 13F portfolio, value $730,941.

    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 390 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $700,989.

    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 371 shares
    Change vs previous 13F -155 shares

    <0.01% of the 13F portfolio, value $714,468.

    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 526 shares
    Change vs previous 13F +140 shares

    <0.01% of the 13F portfolio, value $1,023,158.

    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 386 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $654,785.

    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).