OSAIC HOLDINGS, INC.: SFY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on SFY, newest first. How the timeline and the estimate are built.
OSAIC HOLDINGS, INC. held 434 SFY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 434 sharesChange vs previous 13F +28 shares
<0.01% of the 13F portfolio, value $64,606.
13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 406 sharesChange vs previous 13F +140 shares
<0.01% of the 13F portfolio, value $50,676.
13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 266 sharesChange vs previous 13F +106 shares
<0.01% of the 13F portfolio, value $35,152.
13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 160 sharesChange vs previous 13F -6 shares
<0.01% of the 13F portfolio, value $20,005.
13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 166 sharesChange vs previous 13F -15 shares
<0.01% of the 13F portfolio, value $18,798.
13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 181 sharesChange vs previous 13F -4,761 shares
<0.01% of the 13F portfolio, value $18,448.
13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 4,942 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $537,864.
13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).