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OSAIC HOLDINGS, INC.: SMOT position timeline

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

OSAIC HOLDINGS, INC. held 2,913 SMOT 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 2,913 shares
    Change vs previous 13F -8,448 shares

    <0.01% of the 13F portfolio, value $113,211.

    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 11,361 shares
    Change vs previous 13F +8,503 shares

    <0.01% of the 13F portfolio, value $399,803.

    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 2,858 shares
    Change vs previous 13F -73,265 shares

    <0.01% of the 13F portfolio, value $103,472.

    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 76,123 shares
    Change vs previous 13F -1,568 shares

    <0.01% of the 13F portfolio, value $2,778,319.

    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 77,691 shares
    Change vs previous 13F -13,212 shares

    <0.01% of the 13F portfolio, value $2,703,580.

    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 90,903 shares
    Change vs previous 13F +9,233 shares

    0.01% of the 13F portfolio, value $2,980,610.

    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 81,670 shares
    Change vs previous 13F +42,700 shares

    0.01% of the 13F portfolio, value $2,815,066.

    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 38,970 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,365,081.

    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).