Skip to content
Disclosery

OSAIC HOLDINGS, INC.: SPEU position timeline

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

OSAIC HOLDINGS, INC. held 760,239 SPEU 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 760,239 shares
    Change vs previous 13F +29,084 shares

    0.05% of the 13F portfolio, value $41,721,634.

    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 731,155 shares
    Change vs previous 13F +127,452 shares

    0.05% of the 13F portfolio, value $37,464,176.

    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 603,703 shares
    Change vs previous 13F +156,737 shares

    0.05% of the 13F portfolio, value $31,470,821.

    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 446,966 shares
    Change vs previous 13F +46,025 shares

    0.03% of the 13F portfolio, value $21,920,175.

    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 400,941 shares
    Change vs previous 13F +56,113 shares

    0.03% of the 13F portfolio, value $19,181,046.

    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 344,828 shares
    Change vs previous 13F -93,876 shares

    0.03% of the 13F portfolio, value $15,175,734.

    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 438,704 shares
    Change vs previous 13F +60,711 shares

    0.04% of the 13F portfolio, value $17,477,832.

    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 377,993 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $16,790,349.

    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).