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OSAIC HOLDINGS, INC.: SPDV position timeline

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

OSAIC HOLDINGS, INC. held 365,327 SPDV 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 365,327 shares
    Change vs previous 13F +127,641 shares

    0.02% of the 13F portfolio, value $14,080,121.

    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 237,686 shares
    Change vs previous 13F -112,286 shares

    0.01% of the 13F portfolio, value $8,849,263.

    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 349,972 shares
    Change vs previous 13F +52,786 shares

    0.02% of the 13F portfolio, value $12,126,761.

    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 297,186 shares
    Change vs previous 13F -13,049 shares

    0.01% of the 13F portfolio, value $10,280,169.

    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 310,235 shares
    Change vs previous 13F +16,843 shares

    0.02% of the 13F portfolio, value $10,063,830.

    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 293,392 shares
    Change vs previous 13F +191,382 shares

    0.02% of the 13F portfolio, value $9,543,887.

    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 102,010 shares
    Change vs previous 13F -837 shares

    0.01% of the 13F portfolio, value $3,317,337.

    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 102,847 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,450,439.

    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).