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Disclosery

OSAIC HOLDINGS, INC.: SB position timeline

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

OSAIC HOLDINGS, INC. held 1,207 SB 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 1,207 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $7,616.

    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 1,172 shares
    Change vs previous 13F +32 shares

    <0.01% of the 13F portfolio, value $7,419.

    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 1,140 shares
    Change vs previous 13F -1,382 shares

    <0.01% of the 13F portfolio, value $5,496.

    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 2,522 shares
    Change vs previous 13F -1,513 shares

    <0.01% of the 13F portfolio, value $10,934.

    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 4,035 shares
    Change vs previous 13F +2,647 shares

    <0.01% of the 13F portfolio, value $14,568.

    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 1,388 shares
    Change vs previous 13F -14,288 shares

    <0.01% of the 13F portfolio, value $5,121.

    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 15,676 shares
    Change vs previous 13F -4,604 shares

    <0.01% of the 13F portfolio, value $55,964.

    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 20,280 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $105,072.

    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).