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OSAIC HOLDINGS, INC.: SMMU position timeline

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

OSAIC HOLDINGS, INC. held 402,335 SMMU 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 402,335 shares
    Change vs previous 13F +12,359 shares

    0.02% of the 13F portfolio, value $20,318,271.

    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 389,976 shares
    Change vs previous 13F +73,051 shares

    0.03% of the 13F portfolio, value $19,674,571.

    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 316,925 shares
    Change vs previous 13F +15,309 shares

    0.02% of the 13F portfolio, value $15,983,110.

    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 301,616 shares
    Change vs previous 13F -3,929 shares

    0.02% of the 13F portfolio, value $15,250,104.

    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 305,545 shares
    Change vs previous 13F +89,662 shares

    0.03% of the 13F portfolio, value $15,329,908.

    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 215,883 shares
    Change vs previous 13F +144,482 shares

    0.02% of the 13F portfolio, value $10,799,435.

    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 71,401 shares
    Change vs previous 13F -1,179 shares

    0.01% of the 13F portfolio, value $3,559,598.

    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 72,580 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,666,289.

    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).