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OSAIC HOLDINGS, INC.: SERV position timeline

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

OSAIC HOLDINGS, INC. held 24,993 SERV 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 24,993 shares
    Change vs previous 13F -3,739 shares

    <0.01% of the 13F portfolio, value $164,444.

    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 28,732 shares
    Change vs previous 13F -5,235 shares

    <0.01% of the 13F portfolio, value $242,490.

    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 33,967 shares
    Change vs previous 13F +12,922 shares

    <0.01% of the 13F portfolio, value $352,571.

    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 21,045 shares
    Change vs previous 13F +3,594 shares

    <0.01% of the 13F portfolio, value $237,125.

    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 17,451 shares
    Change vs previous 13F +858 shares

    <0.01% of the 13F portfolio, value $199,627.

    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 16,593 shares
    Change vs previous 13F +12,867 shares

    <0.01% of the 13F portfolio, value $95,402.

    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 3,726 shares
    Change vs previous 13F +2,662 shares

    <0.01% of the 13F portfolio, value $50,301.

    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 1,064 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,459.

    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).