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OSAIC HOLDINGS, INC.: SMAY position timeline

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

OSAIC HOLDINGS, INC. held 85,364 SMAY 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 85,364 shares
    Change vs previous 13F +21,334 shares

    <0.01% of the 13F portfolio, value $2,422,572.

    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 64,030 shares
    Change vs previous 13F -126,195 shares

    <0.01% of the 13F portfolio, value $1,684,566.

    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 190,225 shares
    Change vs previous 13F -1,044 shares

    0.01% of the 13F portfolio, value $4,939,997.

    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 191,269 shares
    Change vs previous 13F -12,941 shares

    0.01% of the 13F portfolio, value $4,787,489.

    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 204,210 shares
    Change vs previous 13F -29,649 shares

    0.01% of the 13F portfolio, value $4,894,799.

    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 233,859 shares
    Change vs previous 13F +23,017 shares

    0.01% of the 13F portfolio, value $5,483,865.

    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 210,842 shares
    Change vs previous 13F -7,988 shares

    0.01% of the 13F portfolio, value $5,226,634.

    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 218,830 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,378,691.

    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).