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OSAIC HOLDINGS, INC.: SBI position timeline

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

OSAIC HOLDINGS, INC. held 161,715 SBI 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 161,715 shares
    Change vs previous 13F +67,722 shares

    <0.01% of the 13F portfolio, value $1,272,689.

    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 93,993 shares
    Change vs previous 13F +58,428 shares

    <0.01% of the 13F portfolio, value $721,878.

    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 35,565 shares
    Change vs previous 13F +10,576 shares

    <0.01% of the 13F portfolio, value $273,145.

    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 24,989 shares
    Change vs previous 13F +6,455 shares

    <0.01% of the 13F portfolio, value $193,068.

    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 18,534 shares
    Change vs previous 13F -1,801 shares

    <0.01% of the 13F portfolio, value $139,378.

    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 20,335 shares
    Change vs previous 13F -3,540 shares

    <0.01% of the 13F portfolio, value $158,613.

    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 23,875 shares
    Change vs previous 13F +6,005 shares

    <0.01% of the 13F portfolio, value $184,797.

    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 17,870 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $146,539.

    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).