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OSAIC HOLDINGS, INC.: SEIV position timeline

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

OSAIC HOLDINGS, INC. held 44,457 SEIV 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 44,457 shares
    Change vs previous 13F -13,019 shares

    <0.01% of the 13F portfolio, value $2,133,989.

    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 57,476 shares
    Change vs previous 13F -495,260 shares

    <0.01% of the 13F portfolio, value $2,390,323.

    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 552,736 shares
    Change vs previous 13F +493,089 shares

    0.03% of the 13F portfolio, value $22,938,632.

    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 59,647 shares
    Change vs previous 13F +28,748 shares

    <0.01% of the 13F portfolio, value $2,291,870.

    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 30,899 shares
    Change vs previous 13F -40,780 shares

    <0.01% of the 13F portfolio, value $1,102,792.

    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 71,679 shares
    Change vs previous 13F -83,154 shares

    0.01% of the 13F portfolio, value $2,326,697.

    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 154,833 shares
    Change vs previous 13F +45,539 shares

    0.01% of the 13F portfolio, value $5,127,951.

    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 109,294 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,601,237.

    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).