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OSAIC HOLDINGS, INC.: SMDV position timeline

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

OSAIC HOLDINGS, INC. held 31,780 SMDV 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 31,780 shares
    Change vs previous 13F -367 shares

    <0.01% of the 13F portfolio, value $2,452,340.

    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 32,147 shares
    Change vs previous 13F +1,354 shares

    <0.01% of the 13F portfolio, value $2,215,339.

    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 30,793 shares
    Change vs previous 13F -4,295 shares

    <0.01% of the 13F portfolio, value $2,038,229.

    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 35,088 shares
    Change vs previous 13F +1,545 shares

    <0.01% of the 13F portfolio, value $2,399,195.

    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 33,543 shares
    Change vs previous 13F -1,451 shares

    <0.01% of the 13F portfolio, value $2,185,121.

    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 34,994 shares
    Change vs previous 13F -4,338 shares

    0.01% of the 13F portfolio, value $2,298,257.

    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 39,332 shares
    Change vs previous 13F +3,142 shares

    0.01% of the 13F portfolio, value $2,664,901.

    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 36,190 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,507,016.

    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).