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OSAIC HOLDINGS, INC.: WY position timeline

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

OSAIC HOLDINGS, INC. held 101,519 WY 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 101,519 shares
    Change vs previous 13F -1,426 shares

    <0.01% of the 13F portfolio, value $2,430,808.

    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 102,945 shares
    Change vs previous 13F -84,746 shares

    <0.01% of the 13F portfolio, value $2,515,339.

    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 187,691 shares
    Change vs previous 13F +89,734 shares

    0.01% of the 13F portfolio, value $4,446,752.

    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 97,957 shares
    Change vs previous 13F +59,716 shares

    <0.01% of the 13F portfolio, value $2,450,953.

    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 38,241 shares
    Change vs previous 13F -2,537 shares

    <0.01% of the 13F portfolio, value $985,329.

    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 40,778 shares
    Change vs previous 13F +1,189 shares

    <0.01% of the 13F portfolio, value $1,194,614.

    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 39,589 shares
    Change vs previous 13F -5,228 shares

    <0.01% of the 13F portfolio, value $1,114,753.

    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 44,817 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,517,875.

    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).