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OSAIC HOLDINGS, INC.: SPHQ position timeline

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

OSAIC HOLDINGS, INC. held 2,703,877 SPHQ 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 2,703,877 shares
    Change vs previous 13F +208,031 shares

    0.29% of the 13F portfolio, value $243,665,967.

    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 2,495,846 shares
    Change vs previous 13F -7,732 shares

    0.27% of the 13F portfolio, value $187,689,839.

    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 2,503,578 shares
    Change vs previous 13F -47,790 shares

    0.27% of the 13F portfolio, value $187,931,368.

    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 2,551,368 shares
    Change vs previous 13F -239,677 shares

    0.26% of the 13F portfolio, value $185,344,954.

    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 2,791,045 shares
    Change vs previous 13F +459,888 shares

    0.35% of the 13F portfolio, value $197,818,174.

    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 2,331,157 shares
    Change vs previous 13F +444,248 shares

    0.34% of the 13F portfolio, value $154,670,712.

    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 1,886,909 shares
    Change vs previous 13F +178,415 shares

    0.28% of the 13F portfolio, value $123,318,186.

    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 1,708,494 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $114,942,185.

    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).