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OSAIC HOLDINGS, INC.: SPYV position timeline

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

OSAIC HOLDINGS, INC. held 2,959,304 SPYV 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 2,959,304 shares
    Change vs previous 13F +237,380 shares

    0.21% of the 13F portfolio, value $179,900,375.

    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 2,721,924 shares
    Change vs previous 13F -409,556 shares

    0.23% of the 13F portfolio, value $154,011,016.

    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 3,131,480 shares
    Change vs previous 13F -525,629 shares

    0.26% of the 13F portfolio, value $177,904,768.

    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 3,657,109 shares
    Change vs previous 13F -70,444 shares

    0.28% of the 13F portfolio, value $200,342,983.

    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 3,727,553 shares
    Change vs previous 13F -156,688 shares

    0.35% of the 13F portfolio, value $195,082,563.

    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 3,884,241 shares
    Change vs previous 13F +450,572 shares

    0.44% of the 13F portfolio, value $198,373,500.

    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 3,433,669 shares
    Change vs previous 13F -558,506 shares

    0.39% of the 13F portfolio, value $175,603,839.

    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 3,992,175 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $211,031,863.

    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).