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OSAIC HOLDINGS, INC.: SBS position timeline

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

OSAIC HOLDINGS, INC. held 43,922 SBS 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 43,922 shares
    Change vs previous 13F +35,849 shares

    <0.01% of the 13F portfolio, value $253,794.

    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 8,073 shares
    Change vs previous 13F -1,053 shares

    <0.01% of the 13F portfolio, value $246,247.

    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 9,126 shares
    Change vs previous 13F -61,526 shares

    <0.01% of the 13F portfolio, value $217,586.

    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 70,652 shares
    Change vs previous 13F +13,928 shares

    <0.01% of the 13F portfolio, value $1,754,447.

    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 56,724 shares
    Change vs previous 13F +54,576 shares

    <0.01% of the 13F portfolio, value $1,024,399.

    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 2,148 shares
    Change vs previous 13F -9,249 shares

    <0.01% of the 13F portfolio, value $38,360.

    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 11,397 shares
    Change vs previous 13F +1,519 shares

    <0.01% of the 13F portfolio, value $163,316.

    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 9,878 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $163,380.

    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).