Skip to content
Disclosery

OSAIC HOLDINGS, INC.: SGOV position timeline

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

OSAIC HOLDINGS, INC. held 2,905,328 SGOV 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 2,905,328 shares
    Change vs previous 13F +205,645 shares

    0.34% of the 13F portfolio, value $292,503,062.

    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 2,699,683 shares
    Change vs previous 13F +109,750 shares

    0.4% of the 13F portfolio, value $271,768,637.

    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 2,589,933 shares
    Change vs previous 13F +99,636 shares

    0.38% of the 13F portfolio, value $260,006,698.

    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 2,490,297 shares
    Change vs previous 13F +176,596 shares

    0.35% of the 13F portfolio, value $250,874,774.

    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 2,313,701 shares
    Change vs previous 13F +511,685 shares

    0.41% of the 13F portfolio, value $232,989,400.

    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 1,802,016 shares
    Change vs previous 13F +595,822 shares

    0.4% of the 13F portfolio, value $181,424,887.

    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 1,206,194 shares
    Change vs previous 13F +354,444 shares

    0.24% of the 13F portfolio, value $105,794,834.

    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 851,750 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $85,802,479.

    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).