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OSAIC HOLDINGS, INC.: SFEB position timeline

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

OSAIC HOLDINGS, INC. held 159,301 SFEB 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 159,301 shares
    Change vs previous 13F +16,701 shares

    <0.01% of the 13F portfolio, value $4,180,357.

    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 142,600 shares
    Change vs previous 13F +30,665 shares

    <0.01% of the 13F portfolio, value $3,386,722.

    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 111,935 shares
    Change vs previous 13F -145,298 shares

    <0.01% of the 13F portfolio, value $2,630,561.

    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 257,233 shares
    Change vs previous 13F -61,134 shares

    0.01% of the 13F portfolio, value $5,802,271.

    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 318,367 shares
    Change vs previous 13F +203,589 shares

    0.01% of the 13F portfolio, value $6,797,068.

    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 114,778 shares
    Change vs previous 13F +72,949 shares

    0.01% of the 13F portfolio, value $2,340,264.

    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 41,829 shares
    Change vs previous 13F -10,702 shares

    <0.01% of the 13F portfolio, value $899,783.

    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 52,531 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,118,412.

    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).