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OSAIC HOLDINGS, INC.: SHAG position timeline

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

OSAIC HOLDINGS, INC. held 26,115 SHAG 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 26,115 shares
    Change vs previous 13F +3,805 shares

    <0.01% of the 13F portfolio, value $1,235,603.

    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 22,310 shares
    Change vs previous 13F +17,903 shares

    <0.01% of the 13F portfolio, value $1,061,376.

    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 4,407 shares
    Change vs previous 13F -500 shares

    <0.01% of the 13F portfolio, value $211,608.

    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 4,907 shares
    Change vs previous 13F -538 shares

    <0.01% of the 13F portfolio, value $235,001.

    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 5,445 shares
    Change vs previous 13F +3,299 shares

    <0.01% of the 13F portfolio, value $260,520.

    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 2,146 shares
    Change vs previous 13F +1,461 shares

    <0.01% of the 13F portfolio, value $102,149.

    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 685 shares
    Change vs previous 13F -1,174 shares

    <0.01% of the 13F portfolio, value $32,332.

    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 1,859 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $89,188.

    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).