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Disclosery

OSAIC HOLDINGS, INC.: YEAR position timeline

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

OSAIC HOLDINGS, INC. held 155,835 YEAR 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 155,835 shares
    Change vs previous 13F -21,019 shares

    0.01% of the 13F portfolio, value $7,847,469.

    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 176,854 shares
    Change vs previous 13F -29,002 shares

    0.01% of the 13F portfolio, value $8,929,720.

    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 205,856 shares
    Change vs previous 13F -23,908 shares

    0.02% of the 13F portfolio, value $10,395,324.

    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 229,764 shares
    Change vs previous 13F +8,246 shares

    0.02% of the 13F portfolio, value $11,649,311.

    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 221,518 shares
    Change vs previous 13F +50,047 shares

    0.02% of the 13F portfolio, value $11,224,883.

    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 171,471 shares
    Change vs previous 13F -38,752 shares

    0.02% of the 13F portfolio, value $8,680,470.

    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 210,223 shares
    Change vs previous 13F -15,472 shares

    0.02% of the 13F portfolio, value $10,590,692.

    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 225,695 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,478,923.

    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).