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OSAIC HOLDINGS, INC.: SPSM position timeline

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

OSAIC HOLDINGS, INC. held 2,089,160 SPSM 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 2,089,160 shares
    Change vs previous 13F +188,566 shares

    0.14% of the 13F portfolio, value $120,483,611.

    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 1,900,594 shares
    Change vs previous 13F -96,096 shares

    0.13% of the 13F portfolio, value $91,839,600.

    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 1,996,690 shares
    Change vs previous 13F -260,308 shares

    0.14% of the 13F portfolio, value $93,568,537.

    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 2,256,998 shares
    Change vs previous 13F +691,167 shares

    0.15% of the 13F portfolio, value $104,216,869.

    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 1,565,831 shares
    Change vs previous 13F +26,340 shares

    0.12% of the 13F portfolio, value $66,570,045.

    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 1,539,491 shares
    Change vs previous 13F +156,807 shares

    0.14% of the 13F portfolio, value $62,753,506.

    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 1,382,684 shares
    Change vs previous 13F +16,797 shares

    0.14% of the 13F portfolio, value $62,112,597.

    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 1,365,887 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $62,163,670.

    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).