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Disclosery

OSAIC HOLDINGS, INC.: SAR position timeline

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

OSAIC HOLDINGS, INC. held 22,747 SAR 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 22,747 shares
    Change vs previous 13F +53 shares

    <0.01% of the 13F portfolio, value $507,484.

    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 22,694 shares
    Change vs previous 13F +4,291 shares

    <0.01% of the 13F portfolio, value $496,316.

    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 18,403 shares
    Change vs previous 13F +11,787 shares

    <0.01% of the 13F portfolio, value $424,559.

    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 6,616 shares
    Change vs previous 13F +360 shares

    <0.01% of the 13F portfolio, value $167,904.

    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 6,256 shares
    Change vs previous 13F +1,211 shares

    <0.01% of the 13F portfolio, value $155,157.

    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 5,045 shares
    Change vs previous 13F -331 shares

    <0.01% of the 13F portfolio, value $127,778.

    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 5,376 shares
    Change vs previous 13F -1,446 shares

    <0.01% of the 13F portfolio, value $128,592.

    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 6,822 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $158,200.

    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).