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Disclosery

OSAIC HOLDINGS, INC.: SCHO position timeline

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

OSAIC HOLDINGS, INC. held 602,758 SCHO 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 602,758 shares
    Change vs previous 13F +133,672 shares

    0.02% of the 13F portfolio, value $14,551,667.

    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 469,086 shares
    Change vs previous 13F +61,602 shares

    0.02% of the 13F portfolio, value $11,385,032.

    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 407,484 shares
    Change vs previous 13F +33,503 shares

    0.01% of the 13F portfolio, value $9,930,911.

    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 373,981 shares
    Change vs previous 13F +122,509 shares

    0.01% of the 13F portfolio, value $9,130,004.

    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 251,472 shares
    Change vs previous 13F -6,731 shares

    0.01% of the 13F portfolio, value $6,131,492.

    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 258,203 shares
    Change vs previous 13F +16,302 shares

    0.01% of the 13F portfolio, value $6,285,296.

    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 241,901 shares
    Change vs previous 13F +38,526 shares

    0.01% of the 13F portfolio, value $5,820,789.

    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 203,375 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,962,323.

    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).