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Disclosery

OSAIC HOLDINGS, INC.: SHE position timeline

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

OSAIC HOLDINGS, INC. held 11,743 SHE 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 11,743 shares
    Change vs previous 13F +1,929 shares

    <0.01% of the 13F portfolio, value $1,813,890.

    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 9,814 shares
    Change vs previous 13F -1,047 shares

    <0.01% of the 13F portfolio, value $1,254,416.

    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 10,861 shares
    Change vs previous 13F -349 shares

    <0.01% of the 13F portfolio, value $1,434,730.

    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 11,210 shares
    Change vs previous 13F +4,623 shares

    <0.01% of the 13F portfolio, value $1,424,054.

    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 6,587 shares
    Change vs previous 13F -1,458 shares

    <0.01% of the 13F portfolio, value $822,294.

    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 8,045 shares
    Change vs previous 13F +4,249 shares

    <0.01% of the 13F portfolio, value $918,822.

    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 3,796 shares
    Change vs previous 13F -458 shares

    <0.01% of the 13F portfolio, value $439,740.

    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 4,254 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $483,404.

    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).