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OSAIC HOLDINGS, INC.: SAMG position timeline

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

OSAIC HOLDINGS, INC. held 1,033 SAMG 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 1,033 shares
    Change vs previous 13F -2,610 shares

    <0.01% of the 13F portfolio, value $10,442.

    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 3,643 shares
    Change vs previous 13F -33 shares

    <0.01% of the 13F portfolio, value $48,949.

    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 3,676 shares
    Change vs previous 13F -1,259 shares

    <0.01% of the 13F portfolio, value $55,823.

    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 4,935 shares
    Change vs previous 13F -128 shares

    <0.01% of the 13F portfolio, value $80,868.

    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 5,063 shares
    Change vs previous 13F -45 shares

    <0.01% of the 13F portfolio, value $80,282.

    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 5,108 shares
    Change vs previous 13F +1,363 shares

    <0.01% of the 13F portfolio, value $83,548.

    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 3,745 shares
    Change vs previous 13F +1,899 shares

    <0.01% of the 13F portfolio, value $68,855.

    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 1,846 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $31,818.

    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).