OSAIC HOLDINGS, INC.: SAN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on SAN, newest first. How the timeline and the estimate are built.
OSAIC HOLDINGS, INC. held 205,984 SAN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 205,984 sharesChange vs previous 13F +22,652 shares
<0.01% of the 13F portfolio, value $2,842,506.
13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 183,332 sharesChange vs previous 13F +17,580 shares
<0.01% of the 13F portfolio, value $2,067,890.
13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 165,752 sharesChange vs previous 13F -533,532 shares
<0.01% of the 13F portfolio, value $1,944,170.
13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 699,284 sharesChange vs previous 13F +588,804 shares
0.01% of the 13F portfolio, value $7,279,783.
13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 110,480 sharesChange vs previous 13F +23,038 shares
<0.01% of the 13F portfolio, value $874,726.
13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 87,442 sharesChange vs previous 13F -19,021 shares
<0.01% of the 13F portfolio, value $585,861.
13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 106,463 sharesChange vs previous 13F +19,545 shares
<0.01% of the 13F portfolio, value $485,396.
13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 86,918 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $443,276.
13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).