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OSAIC HOLDINGS, INC.: ZROZ position timeline

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

OSAIC HOLDINGS, INC. held 70,314 ZROZ 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 70,314 shares
    Change vs previous 13F +13,429 shares

    0.01% of the 13F portfolio, value $4,507,185.

    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 56,885 shares
    Change vs previous 13F -22,167 shares

    0.01% of the 13F portfolio, value $3,641,259.

    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 79,052 shares
    Change vs previous 13F +5,080 shares

    0.01% of the 13F portfolio, value $5,079,142.

    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 73,972 shares
    Change vs previous 13F +45,516 shares

    0.01% of the 13F portfolio, value $4,977,468.

    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 28,456 shares
    Change vs previous 13F -51,660 shares

    <0.01% of the 13F portfolio, value $1,908,717.

    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 80,116 shares
    Change vs previous 13F -69,195 shares

    0.01% of the 13F portfolio, value $5,738,989.

    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 149,311 shares
    Change vs previous 13F +8,290 shares

    0.02% of the 13F portfolio, value $10,245,957.

    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 141,021 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,623,172.

    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).