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OSAIC HOLDINGS, INC.: SDY position timeline

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

OSAIC HOLDINGS, INC. held 552,440 SDY 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 552,440 shares
    Change vs previous 13F +38,125 shares

    0.1% of the 13F portfolio, value $84,093,423.

    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 514,315 shares
    Change vs previous 13F +37,435 shares

    0.11% of the 13F portfolio, value $75,076,027.

    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 476,880 shares
    Change vs previous 13F -2,896 shares

    0.1% of the 13F portfolio, value $66,384,487.

    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 479,776 shares
    Change vs previous 13F -45,900 shares

    0.09% of the 13F portfolio, value $67,563,188.

    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 525,676 shares
    Change vs previous 13F +71,832 shares

    0.13% of the 13F portfolio, value $71,371,219.

    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 453,844 shares
    Change vs previous 13F -11,953 shares

    0.14% of the 13F portfolio, value $61,595,653.

    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 465,797 shares
    Change vs previous 13F +48,157 shares

    0.14% of the 13F portfolio, value $61,546,061.

    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 417,640 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $59,337,995.

    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).