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Disclosery

OSAIC HOLDINGS, INC.: SOFI position timeline

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

OSAIC HOLDINGS, INC. held 931,407 SOFI 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 931,407 shares
    Change vs previous 13F +241,178 shares

    0.02% of the 13F portfolio, value $16,699,765.

    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 690,229 shares
    Change vs previous 13F +153,978 shares

    0.02% of the 13F portfolio, value $10,960,536.

    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 536,251 shares
    Change vs previous 13F -35,094 shares

    0.02% of the 13F portfolio, value $14,038,651.

    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 571,345 shares
    Change vs previous 13F +83,883 shares

    0.02% of the 13F portfolio, value $14,900,912.

    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 487,462 shares
    Change vs previous 13F -6,619 shares

    0.02% of the 13F portfolio, value $8,875,488.

    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 494,081 shares
    Change vs previous 13F +111,249 shares

    0.01% of the 13F portfolio, value $5,745,985.

    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 382,832 shares
    Change vs previous 13F -62,276 shares

    0.01% of the 13F portfolio, value $5,890,350.

    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 445,108 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,498,488.

    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).