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OSAIC HOLDINGS, INC.: SMH position timeline

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

OSAIC HOLDINGS, INC. held 357,849 SMH 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 357,849 shares
    Change vs previous 13F +39,583 shares

    0.28% of the 13F portfolio, value $234,880,434.

    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 318,266 shares
    Change vs previous 13F +36,937 shares

    0.18% of the 13F portfolio, value $122,102,494.

    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 281,329 shares
    Change vs previous 13F +8,237 shares

    0.15% of the 13F portfolio, value $101,413,153.

    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 273,092 shares
    Change vs previous 13F +17,677 shares

    0.12% of the 13F portfolio, value $83,302,837.

    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 255,415 shares
    Change vs previous 13F +5,753 shares

    0.13% of the 13F portfolio, value $71,110,199.

    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 249,662 shares
    Change vs previous 13F +51,655 shares

    0.12% of the 13F portfolio, value $52,829,355.

    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 198,007 shares
    Change vs previous 13F +1,384 shares

    0.11% of the 13F portfolio, value $47,979,483.

    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 196,623 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $48,267,332.

    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).