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OSAIC HOLDINGS, INC.: SMR position timeline

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

OSAIC HOLDINGS, INC. held 354,194 SMR 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 354,194 shares
    Change vs previous 13F +121,531 shares

    <0.01% of the 13F portfolio, value $3,552,446.

    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 232,663 shares
    Change vs previous 13F +53,975 shares

    <0.01% of the 13F portfolio, value $2,521,955.

    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 178,688 shares
    Change vs previous 13F -6,436 shares

    <0.01% of the 13F portfolio, value $2,531,920.

    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 185,124 shares
    Change vs previous 13F +20,859 shares

    0.01% of the 13F portfolio, value $6,589,938.

    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 164,265 shares
    Change vs previous 13F -20,336 shares

    0.01% of the 13F portfolio, value $6,498,195.

    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 184,601 shares
    Change vs previous 13F +27,593 shares

    0.01% of the 13F portfolio, value $2,613,880.

    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 157,008 shares
    Change vs previous 13F +62,926 shares

    0.01% of the 13F portfolio, value $2,815,026.

    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 94,082 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,089,421.

    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).