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OSAIC HOLDINGS, INC.: SPBC position timeline

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

OSAIC HOLDINGS, INC. held 3,528 SPBC 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 3,528 shares
    Change vs previous 13F -5,545 shares

    <0.01% of the 13F portfolio, value $166,565.

    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 9,073 shares
    Change vs previous 13F -38,945 shares

    <0.01% of the 13F portfolio, value $377,408.

    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 48,018 shares
    Change vs previous 13F -2,684 shares

    <0.01% of the 13F portfolio, value $2,147,526.

    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 50,702 shares
    Change vs previous 13F -16,430 shares

    <0.01% of the 13F portfolio, value $2,200,220.

    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 67,132 shares
    Change vs previous 13F +8,340 shares

    <0.01% of the 13F portfolio, value $2,782,467.

    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 58,792 shares
    Change vs previous 13F +44,193 shares

    <0.01% of the 13F portfolio, value $2,134,831.

    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 14,599 shares
    Change vs previous 13F -773 shares

    <0.01% of the 13F portfolio, value $564,110.

    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 15,372 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $559,076.

    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).