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OSAIC HOLDINGS, INC.: SDVY position timeline

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

OSAIC HOLDINGS, INC. held 3,223,089 SDVY 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 3,223,089 shares
    Change vs previous 13F +410,028 shares

    0.16% of the 13F portfolio, value $139,074,432.

    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 2,813,061 shares
    Change vs previous 13F +9,427 shares

    0.16% of the 13F portfolio, value $110,939,003.

    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 2,803,634 shares
    Change vs previous 13F -162,541 shares

    0.16% of the 13F portfolio, value $107,457,560.

    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 2,966,175 shares
    Change vs previous 13F +221,332 shares

    0.16% of the 13F portfolio, value $112,624,595.

    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 2,744,843 shares
    Change vs previous 13F +275,395 shares

    0.17% of the 13F portfolio, value $96,847,962.

    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 2,469,448 shares
    Change vs previous 13F +56,869 shares

    0.18% of the 13F portfolio, value $82,741,586.

    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 2,412,579 shares
    Change vs previous 13F +234,539 shares

    0.19% of the 13F portfolio, value $86,506,861.

    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 2,178,040 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $79,251,623.

    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).