Skip to content
Disclosery

OSAIC HOLDINGS, INC.: YSEP position timeline

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

OSAIC HOLDINGS, INC. held 77,715 YSEP 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 77,715 shares
    Change vs previous 13F -8,557 shares

    <0.01% of the 13F portfolio, value $2,140,215.

    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 86,272 shares
    Change vs previous 13F -18,439 shares

    <0.01% of the 13F portfolio, value $2,257,672.

    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 104,711 shares
    Change vs previous 13F -25,814 shares

    <0.01% of the 13F portfolio, value $2,723,500.

    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 130,525 shares
    Change vs previous 13F +6,004 shares

    <0.01% of the 13F portfolio, value $3,260,734.

    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 124,521 shares
    Change vs previous 13F -25,346 shares

    0.01% of the 13F portfolio, value $3,038,254.

    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 149,867 shares
    Change vs previous 13F +30,253 shares

    0.01% of the 13F portfolio, value $3,406,389.

    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 119,614 shares
    Change vs previous 13F +26,418 shares

    0.01% of the 13F portfolio, value $2,595,560.

    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 93,196 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,126,687.

    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).