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OSAIC HOLDINGS, INC.: SPY position timeline

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

OSAIC HOLDINGS, INC. held 1,522,632 SPY 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 1,522,632 shares
    Change vs previous 13F +227,742 shares

    1.34% of the 13F portfolio, value $1,138,231,791.

    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 1,294,890 shares
    Change vs previous 13F -36,822 shares

    1.23% of the 13F portfolio, value $842,784,166.

    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 1,331,712 shares
    Change vs previous 13F -37,214 shares

    1.33% of the 13F portfolio, value $909,194,864.

    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 1,368,926 shares
    Change vs previous 13F +123,077 shares

    1.26% of the 13F portfolio, value $897,692,756.

    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 1,245,849 shares
    Change vs previous 13F +128,074 shares

    1.37% of the 13F portfolio, value $770,304,843.

    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 1,117,775 shares
    Change vs previous 13F +121,113 shares

    1.39% of the 13F portfolio, value $625,866,456.

    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 996,662 shares
    Change vs previous 13F +26,338 shares

    1.31% of the 13F portfolio, value $584,618,186.

    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 970,324 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $557,125,132.

    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).