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Disclosery

OSAIC HOLDINGS, INC.: SOC position timeline

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

OSAIC HOLDINGS, INC. held 7,743 SOC 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 7,743 shares
    Change vs previous 13F +2,419 shares

    <0.01% of the 13F portfolio, value $23,849.

    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 5,324 shares
    Change vs previous 13F +1,839 shares

    <0.01% of the 13F portfolio, value $87,950.

    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 3,485 shares
    Change vs previous 13F -3,369 shares

    <0.01% of the 13F portfolio, value $31,433.

    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 6,854 shares
    Change vs previous 13F +2,701 shares

    <0.01% of the 13F portfolio, value $168,906.

    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 4,153 shares
    Change vs previous 13F -25,888 shares

    <0.01% of the 13F portfolio, value $91,280.

    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 30,041 shares
    Change vs previous 13F +27,486 shares

    <0.01% of the 13F portfolio, value $762,136.

    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 2,555 shares
    Change vs previous 13F +1,031 shares

    <0.01% of the 13F portfolio, value $58,510.

    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 1,524 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $36,012.

    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).