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OSAIC HOLDINGS, INC.: SPLV position timeline

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

OSAIC HOLDINGS, INC. held 740,238 SPLV 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 740,238 shares
    Change vs previous 13F +153,295 shares

    0.07% of the 13F portfolio, value $55,455,079.

    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 586,943 shares
    Change vs previous 13F +60,115 shares

    0.06% of the 13F portfolio, value $42,934,626.

    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 526,828 shares
    Change vs previous 13F -139,627 shares

    0.06% of the 13F portfolio, value $37,632,431.

    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 666,455 shares
    Change vs previous 13F -45,367 shares

    0.07% of the 13F portfolio, value $48,952,142.

    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 711,822 shares
    Change vs previous 13F +126,342 shares

    0.09% of the 13F portfolio, value $51,845,950.

    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 585,480 shares
    Change vs previous 13F +88,114 shares

    0.1% of the 13F portfolio, value $43,752,533.

    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 497,366 shares
    Change vs previous 13F -63,825 shares

    0.08% of the 13F portfolio, value $34,820,440.

    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 561,191 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $40,258,102.

    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).