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OSAIC HOLDINGS, INC.: WTRG position timeline

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

OSAIC HOLDINGS, INC. held 46,821 WTRG 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 46,821 shares
    Change vs previous 13F +1,094 shares

    <0.01% of the 13F portfolio, value $1,794,171.

    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 45,727 shares
    Change vs previous 13F -7,357 shares

    <0.01% of the 13F portfolio, value $1,841,694.

    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 53,084 shares
    Change vs previous 13F +3,179 shares

    <0.01% of the 13F portfolio, value $2,036,609.

    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 49,905 shares
    Change vs previous 13F +12,835 shares

    <0.01% of the 13F portfolio, value $1,976,379.

    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 37,070 shares
    Change vs previous 13F +82 shares

    <0.01% of the 13F portfolio, value $1,378,014.

    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 36,988 shares
    Change vs previous 13F +431 shares

    <0.01% of the 13F portfolio, value $1,462,341.

    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 36,557 shares
    Change vs previous 13F -3,392 shares

    <0.01% of the 13F portfolio, value $1,288,398.

    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 39,949 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,541,071.

    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).