OSAIC HOLDINGS, INC.: SGRY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on SGRY, newest first. How the timeline and the estimate are built.
OSAIC HOLDINGS, INC. held 677 SGRY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 677 sharesChange vs previous 13F +485 shares
<0.01% of the 13F portfolio, value $11,374.
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 192 sharesChange vs previous 13F -541 shares
<0.01% of the 13F portfolio, value $2,288.
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 733 sharesChange vs previous 13F +351 shares
<0.01% of the 13F portfolio, value $11,323.
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 382 sharesChange vs previous 13F -45 shares
<0.01% of the 13F portfolio, value $8,405.
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 427 sharesChange vs previous 13F -1,229 shares
<0.01% of the 13F portfolio, value $9,491.
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 1,656 sharesChange vs previous 13F -3,489 shares
<0.01% of the 13F portfolio, value $39,329.
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 5,145 sharesChange vs previous 13F -232 shares
<0.01% of the 13F portfolio, value $108,918.
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).
- period ended2024-09-3013F 5,377 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $173,352.
13F-HR 0001677044-24-000030 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).