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OSAIC HOLDINGS, INC.: SMMD position timeline

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

OSAIC HOLDINGS, INC. held 273,676 SMMD 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 273,676 shares
    Change vs previous 13F +202,550 shares

    0.03% of the 13F portfolio, value $25,079,254.

    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 71,126 shares
    Change vs previous 13F -249,777 shares

    0.01% of the 13F portfolio, value $5,431,235.

    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 320,903 shares
    Change vs previous 13F +39,030 shares

    0.04% of the 13F portfolio, value $24,050,249.

    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 281,873 shares
    Change vs previous 13F +1,841 shares

    0.03% of the 13F portfolio, value $20,706,426.

    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 280,032 shares
    Change vs previous 13F +186,649 shares

    0.03% of the 13F portfolio, value $18,973,854.

    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 93,383 shares
    Change vs previous 13F +14,371 shares

    0.01% of the 13F portfolio, value $5,841,066.

    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 79,012 shares
    Change vs previous 13F +982 shares

    0.01% of the 13F portfolio, value $5,372,974.

    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 78,030 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,285,120.

    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).