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Disclosery

OSAIC HOLDINGS, INC.: SHOP position timeline

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

OSAIC HOLDINGS, INC. held 493,085 SHOP 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 493,085 shares
    Change vs previous 13F +38,298 shares

    0.07% of the 13F portfolio, value $56,301,181.

    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 454,787 shares
    Change vs previous 13F -25,582 shares

    0.08% of the 13F portfolio, value $53,947,876.

    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 480,369 shares
    Change vs previous 13F -42,949 shares

    0.11% of the 13F portfolio, value $77,326,362.

    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 523,318 shares
    Change vs previous 13F +131,899 shares

    0.11% of the 13F portfolio, value $75,977,159.

    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 391,419 shares
    Change vs previous 13F +21,025 shares

    0.08% of the 13F portfolio, value $45,071,775.

    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 370,394 shares
    Change vs previous 13F +10,691 shares

    0.08% of the 13F portfolio, value $35,365,278.

    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 359,703 shares
    Change vs previous 13F -14,258 shares

    0.09% of the 13F portfolio, value $38,247,668.

    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 373,961 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $29,969,049.

    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).