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OSAIC HOLDINGS, INC.: SPTM position timeline

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

OSAIC HOLDINGS, INC. held 1,540,424 SPTM 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 1,540,424 shares
    Change vs previous 13F +102,974 shares

    0.16% of the 13F portfolio, value $139,860,463.

    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 1,437,450 shares
    Change vs previous 13F -28,234 shares

    0.17% of the 13F portfolio, value $113,649,159.

    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 1,465,684 shares
    Change vs previous 13F -264,120 shares

    0.18% of the 13F portfolio, value $120,924,197.

    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 1,729,804 shares
    Change vs previous 13F +118,295 shares

    0.19% of the 13F portfolio, value $135,843,185.

    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 1,611,509 shares
    Change vs previous 13F +442,764 shares

    0.21% of the 13F portfolio, value $120,684,981.

    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 1,168,745 shares
    Change vs previous 13F -142,100 shares

    0.18% of the 13F portfolio, value $79,490,337.

    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 1,310,845 shares
    Change vs previous 13F -9,000 shares

    0.21% of the 13F portfolio, value $93,637,539.

    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 1,319,845 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $92,472,873.

    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).