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OSAIC HOLDINGS, INC.: SHM position timeline

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

OSAIC HOLDINGS, INC. held 111,171 SHM 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 111,171 shares
    Change vs previous 13F +2,031 shares

    0.01% of the 13F portfolio, value $5,333,234.

    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 109,140 shares
    Change vs previous 13F -3,544 shares

    0.01% of the 13F portfolio, value $5,220,603.

    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 112,684 shares
    Change vs previous 13F -2,173 shares

    0.01% of the 13F portfolio, value $5,408,241.

    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 114,857 shares
    Change vs previous 13F -12,024 shares

    0.01% of the 13F portfolio, value $5,539,823.

    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 126,881 shares
    Change vs previous 13F +23,263 shares

    0.01% of the 13F portfolio, value $6,064,508.

    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 103,618 shares
    Change vs previous 13F +22,498 shares

    0.01% of the 13F portfolio, value $4,932,857.

    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 81,120 shares
    Change vs previous 13F -14,878 shares

    0.01% of the 13F portfolio, value $3,844,886.

    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 95,998 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,621,870.

    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).