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OSAIC HOLDINGS, INC.: SMLV position timeline

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

OSAIC HOLDINGS, INC. held 76,601 SMLV 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 76,601 shares
    Change vs previous 13F -6,139 shares

    0.01% of the 13F portfolio, value $12,054,167.

    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 82,740 shares
    Change vs previous 13F -1,777 shares

    0.02% of the 13F portfolio, value $11,342,005.

    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 84,517 shares
    Change vs previous 13F -11,025 shares

    0.02% of the 13F portfolio, value $11,082,721.

    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 95,542 shares
    Change vs previous 13F +90,424 shares

    0.02% of the 13F portfolio, value $12,416,207.

    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 5,118 shares
    Change vs previous 13F +741 shares

    <0.01% of the 13F portfolio, value $641,114.

    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 4,377 shares
    Change vs previous 13F -3,808 shares

    <0.01% of the 13F portfolio, value $538,652.

    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 8,185 shares
    Change vs previous 13F +2,432 shares

    <0.01% of the 13F portfolio, value $1,045,223.

    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 5,753 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $715,295.

    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).