Skip to content
Disclosery

OSAIC HOLDINGS, INC.: SEI position timeline

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

OSAIC HOLDINGS, INC. held 71,528 SEI 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 71,528 shares
    Change vs previous 13F +63,757 shares

    0.01% of the 13F portfolio, value $5,755,199.

    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 7,771 shares
    Change vs previous 13F +27 shares

    <0.01% of the 13F portfolio, value $439,159.

    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 7,744 shares
    Change vs previous 13F -4,692 shares

    <0.01% of the 13F portfolio, value $355,990.

    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 12,436 shares
    Change vs previous 13F +284 shares

    <0.01% of the 13F portfolio, value $398,107.

    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 12,152 shares
    Change vs previous 13F -2,395 shares

    <0.01% of the 13F portfolio, value $343,499.

    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 14,547 shares
    Change vs previous 13F +14,453 shares

    <0.01% of the 13F portfolio, value $316,542.

    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 94 shares
    Change vs previous 13F -10,763 shares

    <0.01% of the 13F portfolio, value $2,705.

    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 10,857 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $138,536.

    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).