Skip to content
Disclosery

OSAIC HOLDINGS, INC.: SHLD position timeline

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

OSAIC HOLDINGS, INC. held 997,148 SHLD 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 997,148 shares
    Change vs previous 13F +175,628 shares

    0.07% of the 13F portfolio, value $59,542,738.

    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 821,520 shares
    Change vs previous 13F +132,101 shares

    0.09% of the 13F portfolio, value $58,200,627.

    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 689,419 shares
    Change vs previous 13F +92,808 shares

    0.07% of the 13F portfolio, value $44,666,512.

    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 596,611 shares
    Change vs previous 13F +224,014 shares

    0.05% of the 13F portfolio, value $37,474,988.

    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 372,597 shares
    Change vs previous 13F +196,034 shares

    0.04% of the 13F portfolio, value $22,448,462.

    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 176,563 shares
    Change vs previous 13F +69,107 shares

    0.02% of the 13F portfolio, value $8,218,707.

    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 107,456 shares
    Change vs previous 13F -76,153 shares

    0.01% of the 13F portfolio, value $4,019,697.

    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 183,609 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,835,572.

    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).