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OSAIC HOLDINGS, INC.: SFM position timeline

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

OSAIC HOLDINGS, INC. held 14,647 SFM 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 14,647 shares
    Change vs previous 13F -5,692 shares

    <0.01% of the 13F portfolio, value $1,238,765.

    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 20,339 shares
    Change vs previous 13F -28,853 shares

    <0.01% of the 13F portfolio, value $1,568,591.

    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 49,192 shares
    Change vs previous 13F -102,870 shares

    0.01% of the 13F portfolio, value $3,918,944.

    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 152,062 shares
    Change vs previous 13F +65,101 shares

    0.02% of the 13F portfolio, value $17,137,200.

    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 86,961 shares
    Change vs previous 13F +65,501 shares

    0.02% of the 13F portfolio, value $13,613,246.

    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 21,460 shares
    Change vs previous 13F -15,013 shares

    0.01% of the 13F portfolio, value $3,275,391.

    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 36,473 shares
    Change vs previous 13F -10,164 shares

    0.01% of the 13F portfolio, value $4,376,121.

    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 46,637 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,148,742.

    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).