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OSAIC HOLDINGS, INC.: SEIE position timeline

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

OSAIC HOLDINGS, INC. held 159,812 SEIE 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 159,812 shares
    Change vs previous 13F -1,443 shares

    0.01% of the 13F portfolio, value $5,671,943.

    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 161,255 shares
    Change vs previous 13F -2,221,412 shares

    0.01% of the 13F portfolio, value $5,330,255.

    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 2,382,667 shares
    Change vs previous 13F +2,248,650 shares

    0.11% of the 13F portfolio, value $77,512,702.

    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 134,017 shares
    Change vs previous 13F +36,828 shares

    0.01% of the 13F portfolio, value $4,087,928.

    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 97,189 shares
    Change vs previous 13F -260,574 shares

    0.01% of the 13F portfolio, value $2,864,723.

    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 357,763 shares
    Change vs previous 13F -1,703,678 shares

    0.02% of the 13F portfolio, value $9,391,491.

    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 2,061,441 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $49,196,415.

    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).