OSAIC HOLDINGS, INC.
Position in BDVG — IMGP Berkshire Dividend Growth ETF
CIK 1677044
SCOTTSDALE, AZ
Position in BDVG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$169,380
-$19,833 QoQ
Shares Held
11,873
-18.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 6 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BDVG Over Time
Shares Held
Position Value (USD)
All Filings in BDVG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,380 | 11,873 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $189,213 | 14,488 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $185,649 | 14,488 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $172,352 | 13,521 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $161,552 | 13,418 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $6,077 | 518 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $37,975 | 3,312 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $38,660 | 3,312 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $38,624 | 3,504 | Shares | Defined | 2024-08-13 | |
| 2023-06-30 | $7,154 | 701 | Shares | Defined | 2023-08-21 | |
| No filing history on record for this holder in this stock. | ||||||