Skip to content
Disclosery

OSAIC HOLDINGS, INC.: SPB position timeline

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

OSAIC HOLDINGS, INC. held 4,869 SPB 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 4,869 shares
    Change vs previous 13F -4,570 shares

    <0.01% of the 13F portfolio, value $417,583.

    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 9,439 shares
    Change vs previous 13F -1,620 shares

    <0.01% of the 13F portfolio, value $695,651.

    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 11,059 shares
    Change vs previous 13F -6,937 shares

    <0.01% of the 13F portfolio, value $653,390.

    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 17,996 shares
    Change vs previous 13F +17,117 shares

    <0.01% of the 13F portfolio, value $947,283.

    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 879 shares
    Change vs previous 13F +147 shares

    <0.01% of the 13F portfolio, value $46,912.

    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 732 shares
    Change vs previous 13F -680 shares

    <0.01% of the 13F portfolio, value $52,389.

    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 1,412 shares
    Change vs previous 13F +517 shares

    <0.01% of the 13F portfolio, value $76,474.

    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 895 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $85,142.

    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).