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OSAIC HOLDINGS, INC.: SBR position timeline

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

OSAIC HOLDINGS, INC. held 11,669 SBR 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 11,669 shares
    Change vs previous 13F +373 shares

    <0.01% of the 13F portfolio, value $854,276.

    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 11,296 shares
    Change vs previous 13F +129 shares

    <0.01% of the 13F portfolio, value $851,133.

    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 11,167 shares
    Change vs previous 13F -3,985 shares

    <0.01% of the 13F portfolio, value $765,795.

    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 15,152 shares
    Change vs previous 13F -2,616 shares

    <0.01% of the 13F portfolio, value $1,133,306.

    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 17,768 shares
    Change vs previous 13F +1,326 shares

    <0.01% of the 13F portfolio, value $1,184,811.

    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 16,442 shares
    Change vs previous 13F +761 shares

    <0.01% of the 13F portfolio, value $1,112,969.

    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 15,681 shares
    Change vs previous 13F -3,088 shares

    <0.01% of the 13F portfolio, value $1,016,307.

    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 18,769 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,159,417.

    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).