Skip to content
Disclosery

OSAIC HOLDINGS, INC.: ZION position timeline

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

OSAIC HOLDINGS, INC. held 23,996 ZION 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 23,996 shares
    Change vs previous 13F +4,588 shares

    <0.01% of the 13F portfolio, value $1,660,685.

    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 19,408 shares
    Change vs previous 13F +3,029 shares

    <0.01% of the 13F portfolio, value $1,118,665.

    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 16,379 shares
    Change vs previous 13F -5,615 shares

    <0.01% of the 13F portfolio, value $959,201.

    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 21,994 shares
    Change vs previous 13F -1,005 shares

    <0.01% of the 13F portfolio, value $1,270,037.

    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 22,999 shares
    Change vs previous 13F +1,961 shares

    <0.01% of the 13F portfolio, value $1,194,500.

    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 21,038 shares
    Change vs previous 13F -6,136 shares

    <0.01% of the 13F portfolio, value $1,049,111.

    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 27,174 shares
    Change vs previous 13F -59,211 shares

    <0.01% of the 13F portfolio, value $1,474,346.

    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 86,385 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,079,179.

    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).