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OSAIC HOLDINGS, INC.: SEPW position timeline

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

OSAIC HOLDINGS, INC. held 165,998 SEPW 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 165,998 shares
    Change vs previous 13F -17,802 shares

    0.01% of the 13F portfolio, value $5,542,733.

    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 183,800 shares
    Change vs previous 13F -32,777 shares

    0.01% of the 13F portfolio, value $5,806,091.

    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 216,577 shares
    Change vs previous 13F -9,809 shares

    0.01% of the 13F portfolio, value $6,912,977.

    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 226,386 shares
    Change vs previous 13F +59,391 shares

    0.01% of the 13F portfolio, value $7,056,694.

    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 166,995 shares
    Change vs previous 13F -45,942 shares

    0.01% of the 13F portfolio, value $5,038,213.

    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 212,937 shares
    Change vs previous 13F +6,526 shares

    0.01% of the 13F portfolio, value $6,079,138.

    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 206,411 shares
    Change vs previous 13F -6,806 shares

    0.01% of the 13F portfolio, value $5,967,348.

    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 213,217 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,082,785.

    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).