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OSAIC HOLDINGS, INC.: WTMF position timeline

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

OSAIC HOLDINGS, INC. held 26,963 WTMF 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 26,963 shares
    Change vs previous 13F -13,431 shares

    <0.01% of the 13F portfolio, value $1,101,532.

    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 40,394 shares
    Change vs previous 13F +4,260 shares

    <0.01% of the 13F portfolio, value $1,603,327.

    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 36,134 shares
    Change vs previous 13F +20,288 shares

    <0.01% of the 13F portfolio, value $1,373,906.

    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 15,846 shares
    Change vs previous 13F +599 shares

    <0.01% of the 13F portfolio, value $581,791.

    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 15,247 shares
    Change vs previous 13F +2,697 shares

    <0.01% of the 13F portfolio, value $538,358.

    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 12,550 shares
    Change vs previous 13F -69,998 shares

    <0.01% of the 13F portfolio, value $428,480.

    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 82,548 shares
    Change vs previous 13F +31,044 shares

    0.01% of the 13F portfolio, value $2,883,508.

    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 51,504 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,829,555.

    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).