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OSAIC HOLDINGS, INC.: SHYG position timeline

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

OSAIC HOLDINGS, INC. held 437,857 SHYG 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 437,857 shares
    Change vs previous 13F +28,676 shares

    0.02% of the 13F portfolio, value $18,571,893.

    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 409,181 shares
    Change vs previous 13F -52,537 shares

    0.03% of the 13F portfolio, value $17,314,418.

    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 461,718 shares
    Change vs previous 13F -755,119 shares

    0.03% of the 13F portfolio, value $19,796,247.

    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 1,216,837 shares
    Change vs previous 13F +42,556 shares

    0.07% of the 13F portfolio, value $52,674,481.

    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 1,174,281 shares
    Change vs previous 13F +732,422 shares

    0.09% of the 13F portfolio, value $50,218,490.

    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 441,859 shares
    Change vs previous 13F -123,107 shares

    0.04% of the 13F portfolio, value $18,790,391.

    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 564,966 shares
    Change vs previous 13F +104,006 shares

    0.05% of the 13F portfolio, value $24,075,879.

    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 460,960 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $20,018,509.

    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).