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OSAIC HOLDINGS, INC.: SPMO position timeline

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

OSAIC HOLDINGS, INC. held 1,049,639 SPMO 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 1,049,639 shares
    Change vs previous 13F +234,635 shares

    0.2% of the 13F portfolio, value $169,588,087.

    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 815,004 shares
    Change vs previous 13F -192,692 shares

    0.13% of the 13F portfolio, value $91,381,583.

    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 1,007,696 shares
    Change vs previous 13F -154,671 shares

    0.18% of the 13F portfolio, value $120,254,854.

    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 1,162,367 shares
    Change vs previous 13F +64,974 shares

    0.19% of the 13F portfolio, value $137,110,987.

    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 1,097,393 shares
    Change vs previous 13F +612,432 shares

    0.21% of the 13F portfolio, value $120,104,814.

    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 484,961 shares
    Change vs previous 13F -91,604 shares

    0.1% of the 13F portfolio, value $44,876,731.

    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 576,565 shares
    Change vs previous 13F -40,315 shares

    0.12% of the 13F portfolio, value $53,199,788.

    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 616,880 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $55,913,892.

    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).