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OSAIC HOLDINGS, INC.: SDFI position timeline

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

OSAIC HOLDINGS, INC. held 6,748 SDFI 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 6,748 shares
    Change vs previous 13F -4,367 shares

    <0.01% of the 13F portfolio, value $239,816.

    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 11,115 shares
    Change vs previous 13F -389 shares

    <0.01% of the 13F portfolio, value $396,018.

    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 11,504 shares
    Change vs previous 13F +2,240 shares

    <0.01% of the 13F portfolio, value $411,838.

    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 9,264 shares
    Change vs previous 13F -322 shares

    <0.01% of the 13F portfolio, value $332,933.

    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 9,586 shares
    Change vs previous 13F -617 shares

    <0.01% of the 13F portfolio, value $344,792.

    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 10,203 shares
    Change vs previous 13F -6,366 shares

    <0.01% of the 13F portfolio, value $363,516.

    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 16,569 shares
    Change vs previous 13F -11,875 shares

    <0.01% of the 13F portfolio, value $584,196.

    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 28,444 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,021,662.

    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).