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OSAIC HOLDINGS, INC.: SPHD position timeline

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

OSAIC HOLDINGS, INC. held 240,210 SPHD 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 240,210 shares
    Change vs previous 13F +42,910 shares

    0.01% of the 13F portfolio, value $12,213,488.

    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 197,300 shares
    Change vs previous 13F -12,157 shares

    0.01% of the 13F portfolio, value $9,789,160.

    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 209,457 shares
    Change vs previous 13F +8,219 shares

    0.01% of the 13F portfolio, value $10,055,643.

    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 201,238 shares
    Change vs previous 13F -3,471 shares

    0.01% of the 13F portfolio, value $9,939,149.

    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 204,709 shares
    Change vs previous 13F -23,637 shares

    0.02% of the 13F portfolio, value $9,737,674.

    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 228,346 shares
    Change vs previous 13F +4,508 shares

    0.03% of the 13F portfolio, value $11,471,518.

    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 223,838 shares
    Change vs previous 13F +24,828 shares

    0.02% of the 13F portfolio, value $10,815,088.

    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 199,010 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,065,066.

    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).