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OSAIC HOLDINGS, INC.: SMCI position timeline

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

OSAIC HOLDINGS, INC. held 255,767 SMCI 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 255,767 shares
    Change vs previous 13F -4,136 shares

    0.01% of the 13F portfolio, value $7,501,434.

    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 259,903 shares
    Change vs previous 13F +40,598 shares

    0.01% of the 13F portfolio, value $5,917,844.

    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 219,305 shares
    Change vs previous 13F -39,728 shares

    0.01% of the 13F portfolio, value $6,418,883.

    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 259,033 shares
    Change vs previous 13F -24,737 shares

    0.02% of the 13F portfolio, value $11,152,402.

    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 283,770 shares
    Change vs previous 13F +1,510 shares

    0.02% of the 13F portfolio, value $13,902,207.

    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 282,260 shares
    Change vs previous 13F +52,196 shares

    0.02% of the 13F portfolio, value $9,664,379.

    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 230,064 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,006,172.

    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).