Skip to content
Disclosery

OSAIC HOLDINGS, INC.: SCHX position timeline

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

OSAIC HOLDINGS, INC. held 3,508,251 SCHX 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 3,508,251 shares
    Change vs previous 13F +186,278 shares

    0.12% of the 13F portfolio, value $103,249,423.

    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 3,321,973 shares
    Change vs previous 13F +524,003 shares

    0.12% of the 13F portfolio, value $85,176,293.

    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 2,797,970 shares
    Change vs previous 13F +135,942 shares

    0.11% of the 13F portfolio, value $75,294,612.

    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 2,662,028 shares
    Change vs previous 13F +1,348,961 shares

    0.1% of the 13F portfolio, value $69,724,831.

    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 1,313,067 shares
    Change vs previous 13F +163,344 shares

    0.06% of the 13F portfolio, value $32,001,763.

    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 1,149,723 shares
    Change vs previous 13F +271,995 shares

    0.06% of the 13F portfolio, value $25,386,489.

    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 877,728 shares
    Change vs previous 13F +592,338 shares

    0.05% of the 13F portfolio, value $20,345,844.

    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 285,390 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $19,364,123.

    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).