OSAIC HOLDINGS, INC.: SCHQ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on SCHQ, newest first. How the timeline and the estimate are built.
OSAIC HOLDINGS, INC. held 6,913 SCHQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 6,913 sharesChange vs previous 13F -12,728 shares
<0.01% of the 13F portfolio, value $216,483.
13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,641 sharesChange vs previous 13F +559 shares
<0.01% of the 13F portfolio, value $617,450.
13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,082 sharesChange vs previous 13F -26,119 shares
<0.01% of the 13F portfolio, value $605,039.
13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 45,201 sharesChange vs previous 13F +8,890 shares
<0.01% of the 13F portfolio, value $1,456,354.
13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 36,311 sharesChange vs previous 13F -1,844 shares
<0.01% of the 13F portfolio, value $1,158,121.
13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 38,155 sharesChange vs previous 13F +11,214 shares
<0.01% of the 13F portfolio, value $1,250,128.
13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 26,941 sharesChange vs previous 13F -40,631 shares
<0.01% of the 13F portfolio, value $847,024.
13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 67,572 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $2,364,571.
13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).