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Disclosery

OSAIC HOLDINGS, INC.: SHV position timeline

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

OSAIC HOLDINGS, INC. held 276,343 SHV 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 276,343 shares
    Change vs previous 13F -5,066 shares

    0.04% of the 13F portfolio, value $30,498,136.

    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 281,409 shares
    Change vs previous 13F +19,604 shares

    0.05% of the 13F portfolio, value $31,068,677.

    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 261,805 shares
    Change vs previous 13F -56,798 shares

    0.04% of the 13F portfolio, value $28,841,697.

    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 318,603 shares
    Change vs previous 13F -4,498 shares

    0.05% of the 13F portfolio, value $35,205,942.

    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 323,101 shares
    Change vs previous 13F +69,537 shares

    0.06% of the 13F portfolio, value $35,683,080.

    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 253,564 shares
    Change vs previous 13F +30,226 shares

    0.06% of the 13F portfolio, value $28,013,136.

    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 223,338 shares
    Change vs previous 13F -137,673 shares

    0.05% of the 13F portfolio, value $24,450,056.

    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 361,011 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $39,945,738.

    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).