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OSAIC HOLDINGS, INC.: SPDW position timeline

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

OSAIC HOLDINGS, INC. held 4,686,255 SPDW 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 4,686,255 shares
    Change vs previous 13F +279,200 shares

    0.28% of the 13F portfolio, value $236,152,919.

    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 4,407,055 shares
    Change vs previous 13F -177,181 shares

    0.29% of the 13F portfolio, value $201,186,837.

    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 4,584,236 shares
    Change vs previous 13F -483,155 shares

    0.3% of the 13F portfolio, value $203,590,814.

    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 5,067,391 shares
    Change vs previous 13F +82,069 shares

    0.3% of the 13F portfolio, value $212,455,418.

    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 4,985,322 shares
    Change vs previous 13F +976,750 shares

    0.36% of the 13F portfolio, value $200,012,219.

    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 4,008,572 shares
    Change vs previous 13F -948,801 shares

    0.33% of the 13F portfolio, value $145,959,186.

    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 4,957,373 shares
    Change vs previous 13F +316,671 shares

    0.38% of the 13F portfolio, value $169,201,272.

    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 4,640,702 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $174,312,064.

    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).