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OSAIC HOLDINGS, INC.: SPHY position timeline

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

OSAIC HOLDINGS, INC. held 1,085,721 SPHY 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 1,085,721 shares
    Change vs previous 13F -192,558 shares

    0.03% of the 13F portfolio, value $25,451,960.

    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 1,278,279 shares
    Change vs previous 13F +216,167 shares

    0.04% of the 13F portfolio, value $29,811,455.

    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 1,062,112 shares
    Change vs previous 13F -213,257 shares

    0.04% of the 13F portfolio, value $25,142,700.

    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 1,275,369 shares
    Change vs previous 13F +322,145 shares

    0.04% of the 13F portfolio, value $30,487,185.

    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 953,224 shares
    Change vs previous 13F +46,667 shares

    0.04% of the 13F portfolio, value $22,669,589.

    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 906,557 shares
    Change vs previous 13F +95,613 shares

    0.05% of the 13F portfolio, value $21,233,185.

    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 810,944 shares
    Change vs previous 13F +59,116 shares

    0.04% of the 13F portfolio, value $19,033,947.

    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 751,828 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $18,082,378.

    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).