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OSAIC HOLDINGS, INC.: SPEM position timeline

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

OSAIC HOLDINGS, INC. held 1,590,899 SPEM 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 1,590,899 shares
    Change vs previous 13F +256,322 shares

    0.1% of the 13F portfolio, value $82,381,880.

    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 1,334,577 shares
    Change vs previous 13F +108,137 shares

    0.09% of the 13F portfolio, value $62,608,495.

    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 1,226,440 shares
    Change vs previous 13F -99,319 shares

    0.08% of the 13F portfolio, value $57,414,798.

    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 1,325,759 shares
    Change vs previous 13F +149,637 shares

    0.09% of the 13F portfolio, value $60,897,427.

    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 1,176,122 shares
    Change vs previous 13F +451,118 shares

    0.09% of the 13F portfolio, value $49,235,545.

    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 725,004 shares
    Change vs previous 13F -556,698 shares

    0.06% of the 13F portfolio, value $28,547,499.

    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 1,281,702 shares
    Change vs previous 13F +37,452 shares

    0.1% of the 13F portfolio, value $45,346,640.

    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 1,244,250 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $51,367,136.

    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).