Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 18 | Q2 2024 | 4.0% |
APPLE INC | 18 | Q2 2024 | 3.4% |
MICROSOFT CORP | 18 | Q2 2024 | 2.0% |
INVESCO QQQ TR | 18 | Q2 2024 | 2.0% |
VANGUARD INDEX FDS | 18 | Q2 2024 | 1.8% |
Vanguard Total Stock Market ETF | 18 | Q2 2024 | 1.4% |
AMAZON COM INC | 18 | Q2 2024 | 1.6% |
VANGUARD TAX-MANAGED INTL FD | 18 | Q2 2024 | 1.4% |
SPDR S&P 500 ETF TR | 18 | Q2 2024 | 1.3% |
Vanguard Short-Term Bond ETF | 18 | Q2 2024 | 1.7% |
View OSAIC HOLDINGS, INC.'s complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
LADENBURG THALMANN FINANCIAL SERVICES INC. | February 19, 2020 | 100 | 100.0% |
View OSAIC HOLDINGS, INC.'s complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-13 |
13F-HR | 2024-05-10 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-13 |
13F-HR/A | 2023-08-21 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-10 |
View OSAIC HOLDINGS, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.