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OSAIC HOLDINGS, INC.: SPGM position timeline

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

OSAIC HOLDINGS, INC. held 233,160 SPGM 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 233,160 shares
    Change vs previous 13F +16,945 shares

    0.02% of the 13F portfolio, value $19,977,271.

    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 216,215 shares
    Change vs previous 13F +32,403 shares

    0.02% of the 13F portfolio, value $16,372,079.

    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 183,812 shares
    Change vs previous 13F +55,059 shares

    0.02% of the 13F portfolio, value $14,102,833.

    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 128,753 shares
    Change vs previous 13F +53,722 shares

    0.01% of the 13F portfolio, value $9,405,546.

    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 75,031 shares
    Change vs previous 13F +5,692 shares

    0.01% of the 13F portfolio, value $5,178,716.

    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 69,339 shares
    Change vs previous 13F -16,417 shares

    0.01% of the 13F portfolio, value $4,328,859.

    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 85,756 shares
    Change vs previous 13F +5,486 shares

    0.01% of the 13F portfolio, value $5,431,676.

    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 80,270 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,199,133.

    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).