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OSAIC HOLDINGS, INC.: ZETA position timeline

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

OSAIC HOLDINGS, INC. held 240,497 ZETA 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 240,497 shares
    Change vs previous 13F +183,682 shares

    0.01% of the 13F portfolio, value $4,732,922.

    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 56,815 shares
    Change vs previous 13F +26,660 shares

    <0.01% of the 13F portfolio, value $904,482.

    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 30,155 shares
    Change vs previous 13F -10,383 shares

    <0.01% of the 13F portfolio, value $613,638.

    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 40,538 shares
    Change vs previous 13F +4,366 shares

    <0.01% of the 13F portfolio, value $807,860.

    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 36,172 shares
    Change vs previous 13F +5,634 shares

    <0.01% of the 13F portfolio, value $560,271.

    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 30,538 shares
    Change vs previous 13F +8,238 shares

    <0.01% of the 13F portfolio, value $414,078.

    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 22,300 shares
    Change vs previous 13F -76,205 shares

    <0.01% of the 13F portfolio, value $401,160.

    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 98,505 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,938,251.

    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).