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Disclosery

OSAIC HOLDINGS, INC.: SE position timeline

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

OSAIC HOLDINGS, INC. held 24,315 SE 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 24,315 shares
    Change vs previous 13F +9,202 shares

    <0.01% of the 13F portfolio, value $2,330,067.

    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 15,113 shares
    Change vs previous 13F -2,647 shares

    <0.01% of the 13F portfolio, value $1,251,452.

    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 17,760 shares
    Change vs previous 13F -25,491 shares

    <0.01% of the 13F portfolio, value $2,265,625.

    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 43,251 shares
    Change vs previous 13F +6,023 shares

    0.01% of the 13F portfolio, value $7,891,953.

    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 37,228 shares
    Change vs previous 13F +6,972 shares

    0.01% of the 13F portfolio, value $5,935,770.

    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 30,256 shares
    Change vs previous 13F +19,181 shares

    0.01% of the 13F portfolio, value $3,948,036.

    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 11,075 shares
    Change vs previous 13F -6,759 shares

    <0.01% of the 13F portfolio, value $1,175,027.

    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 17,834 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,681,208.

    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).