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OSAIC HOLDINGS, INC.: SMMV position timeline

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

OSAIC HOLDINGS, INC. held 14,896 SMMV 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 14,896 shares
    Change vs previous 13F +4,001 shares

    <0.01% of the 13F portfolio, value $685,905.

    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 10,895 shares
    Change vs previous 13F -1,363 shares

    <0.01% of the 13F portfolio, value $475,338.

    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 12,258 shares
    Change vs previous 13F -170 shares

    <0.01% of the 13F portfolio, value $531,218.

    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 12,428 shares
    Change vs previous 13F -4,616 shares

    <0.01% of the 13F portfolio, value $535,114.

    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 17,044 shares
    Change vs previous 13F +3,549 shares

    <0.01% of the 13F portfolio, value $716,060.

    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 13,495 shares
    Change vs previous 13F +3,917 shares

    <0.01% of the 13F portfolio, value $559,439.

    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 9,578 shares
    Change vs previous 13F -913 shares

    <0.01% of the 13F portfolio, value $397,212.

    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 10,491 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $428,107.

    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).