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OSAIC HOLDINGS, INC.: SHY position timeline

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

OSAIC HOLDINGS, INC. held 898,751 SHY 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 898,751 shares
    Change vs previous 13F -78,245 shares

    0.09% of the 13F portfolio, value $73,813,511.

    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 976,996 shares
    Change vs previous 13F +150,986 shares

    0.12% of the 13F portfolio, value $80,684,690.

    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 826,010 shares
    Change vs previous 13F -118,251 shares

    0.1% of the 13F portfolio, value $68,425,678.

    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 944,261 shares
    Change vs previous 13F -166,747 shares

    0.11% of the 13F portfolio, value $78,356,949.

    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 1,111,008 shares
    Change vs previous 13F +369,042 shares

    0.16% of the 13F portfolio, value $92,035,247.

    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 741,966 shares
    Change vs previous 13F -300,015 shares

    0.14% of the 13F portfolio, value $61,401,217.

    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 1,041,981 shares
    Change vs previous 13F +222,957 shares

    0.18% of the 13F portfolio, value $78,488,327.

    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 819,024 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $68,116,425.

    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).