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OSAIC HOLDINGS, INC.: SCHP position timeline

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

OSAIC HOLDINGS, INC. held 528,943 SCHP 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 528,943 shares
    Change vs previous 13F +102,988 shares

    0.02% of the 13F portfolio, value $14,018,339.

    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 425,955 shares
    Change vs previous 13F -7,885 shares

    0.02% of the 13F portfolio, value $11,335,348.

    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 433,840 shares
    Change vs previous 13F -81,858 shares

    0.02% of the 13F portfolio, value $11,493,882.

    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 515,698 shares
    Change vs previous 13F +108,680 shares

    0.02% of the 13F portfolio, value $13,897,334.

    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 407,018 shares
    Change vs previous 13F +59,134 shares

    0.02% of the 13F portfolio, value $10,874,360.

    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 347,884 shares
    Change vs previous 13F +195,075 shares

    0.02% of the 13F portfolio, value $9,356,887.

    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 152,809 shares
    Change vs previous 13F +78,390 shares

    0.01% of the 13F portfolio, value $3,947,498.

    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 74,419 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,986,293.

    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).