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OSAIC HOLDINGS, INC.: SPIB position timeline

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

OSAIC HOLDINGS, INC. held 2,477,234 SPIB 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 2,477,234 shares
    Change vs previous 13F +384,990 shares

    0.1% of the 13F portfolio, value $82,887,960.

    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 2,092,244 shares
    Change vs previous 13F -88,519 shares

    0.1% of the 13F portfolio, value $70,173,724.

    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 2,180,763 shares
    Change vs previous 13F -105,499 shares

    0.11% of the 13F portfolio, value $73,731,364.

    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 2,286,262 shares
    Change vs previous 13F +75,501 shares

    0.11% of the 13F portfolio, value $77,305,520.

    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 2,210,761 shares
    Change vs previous 13F +565,376 shares

    0.13% of the 13F portfolio, value $74,128,142.

    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 1,645,385 shares
    Change vs previous 13F +186,162 shares

    0.12% of the 13F portfolio, value $54,692,643.

    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 1,459,223 shares
    Change vs previous 13F +153,312 shares

    0.11% of the 13F portfolio, value $47,803,858.

    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 1,305,911 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $44,022,215.

    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).