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OSAIC HOLDINGS, INC.: SMFG position timeline

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

OSAIC HOLDINGS, INC. held 60,949 SMFG 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 60,949 shares
    Change vs previous 13F +2,029 shares

    <0.01% of the 13F portfolio, value $1,437,126.

    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 58,920 shares
    Change vs previous 13F +5,129 shares

    <0.01% of the 13F portfolio, value $1,163,598.

    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 53,791 shares
    Change vs previous 13F -309,533 shares

    <0.01% of the 13F portfolio, value $1,039,683.

    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 363,324 shares
    Change vs previous 13F -185,150 shares

    0.01% of the 13F portfolio, value $6,073,969.

    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 548,474 shares
    Change vs previous 13F +490,506 shares

    0.02% of the 13F portfolio, value $8,464,955.

    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 57,968 shares
    Change vs previous 13F -174,295 shares

    <0.01% of the 13F portfolio, value $896,084.

    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 232,263 shares
    Change vs previous 13F +38,903 shares

    0.01% of the 13F portfolio, value $3,365,332.

    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 193,360 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,441,994.

    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).