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OSAIC HOLDINGS, INC.: WTV position timeline

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

OSAIC HOLDINGS, INC. held 1,302,119 WTV 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 1,302,119 shares
    Change vs previous 13F -121,940 shares

    0.16% of the 13F portfolio, value $132,460,119.

    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 1,424,059 shares
    Change vs previous 13F +169,916 shares

    0.2% of the 13F portfolio, value $134,739,017.

    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 1,254,143 shares
    Change vs previous 13F +16,426 shares

    0.17% of the 13F portfolio, value $117,014,423.

    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 1,237,717 shares
    Change vs previous 13F +32,657 shares

    0.16% of the 13F portfolio, value $112,541,428.

    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 1,205,060 shares
    Change vs previous 13F +1,119,627 shares

    0.19% of the 13F portfolio, value $104,117,218.

    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 85,433 shares
    Change vs previous 13F +67,148 shares

    0.02% of the 13F portfolio, value $7,019,903.

    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 18,285 shares
    Change vs previous 13F +1,218 shares

    <0.01% of the 13F portfolio, value $1,528,336.

    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 17,067 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,365,425.

    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).