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OSAIC HOLDINGS, INC.: SMLF position timeline

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

OSAIC HOLDINGS, INC. held 464,450 SMLF 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 464,450 shares
    Change vs previous 13F +172,952 shares

    0.05% of the 13F portfolio, value $41,409,986.

    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 291,498 shares
    Change vs previous 13F +3,485 shares

    0.03% of the 13F portfolio, value $22,010,361.

    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 288,013 shares
    Change vs previous 13F +41,163 shares

    0.03% of the 13F portfolio, value $21,571,133.

    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 246,850 shares
    Change vs previous 13F +85,377 shares

    0.03% of the 13F portfolio, value $18,221,138.

    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 161,473 shares
    Change vs previous 13F +40,873 shares

    0.02% of the 13F portfolio, value $10,975,670.

    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 120,600 shares
    Change vs previous 13F +78,348 shares

    0.02% of the 13F portfolio, value $7,499,242.

    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 42,252 shares
    Change vs previous 13F +17,222 shares

    0.01% of the 13F portfolio, value $2,853,202.

    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 25,030 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,661,664.

    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).