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OSAIC HOLDINGS, INC.: SPBO position timeline

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

OSAIC HOLDINGS, INC. held 1,631,201 SPBO 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 1,631,201 shares
    Change vs previous 13F +64,429 shares

    0.06% of the 13F portfolio, value $47,372,225.

    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 1,566,772 shares
    Change vs previous 13F +25,296 shares

    0.07% of the 13F portfolio, value $45,483,375.

    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 1,541,476 shares
    Change vs previous 13F +178,346 shares

    0.07% of the 13F portfolio, value $45,226,986.

    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 1,363,130 shares
    Change vs previous 13F +1,179,714 shares

    0.06% of the 13F portfolio, value $40,379,517.

    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 183,416 shares
    Change vs previous 13F +112,940 shares

    0.01% of the 13F portfolio, value $5,344,729.

    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 70,476 shares
    Change vs previous 13F -4,405 shares

    <0.01% of the 13F portfolio, value $2,045,968.

    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 74,881 shares
    Change vs previous 13F -607,509 shares

    <0.01% of the 13F portfolio, value $2,144,557.

    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 682,390 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $20,491,709.

    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).