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OSAIC HOLDINGS, INC.: YLD position timeline

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

OSAIC HOLDINGS, INC. held 260,642 YLD 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 260,642 shares
    Change vs previous 13F +152,157 shares

    0.01% of the 13F portfolio, value $4,973,590.

    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 108,485 shares
    Change vs previous 13F -29,571 shares

    <0.01% of the 13F portfolio, value $2,056,997.

    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 138,056 shares
    Change vs previous 13F +39,753 shares

    <0.01% of the 13F portfolio, value $2,624,767.

    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 98,303 shares
    Change vs previous 13F +15,120 shares

    <0.01% of the 13F portfolio, value $1,905,971.

    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 83,183 shares
    Change vs previous 13F -9,351 shares

    <0.01% of the 13F portfolio, value $1,611,320.

    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 92,534 shares
    Change vs previous 13F +10,468 shares

    <0.01% of the 13F portfolio, value $1,762,872.

    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 82,066 shares
    Change vs previous 13F +12,579 shares

    <0.01% of the 13F portfolio, value $1,574,072.

    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 69,487 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,357,174.

    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).