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Disclosery

OSAIC HOLDINGS, INC.: SR position timeline

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

OSAIC HOLDINGS, INC. held 19,223 SR 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 19,223 shares
    Change vs previous 13F +71 shares

    <0.01% of the 13F portfolio, value $1,501,273.

    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 19,152 shares
    Change vs previous 13F +1,419 shares

    <0.01% of the 13F portfolio, value $1,734,262.

    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 17,733 shares
    Change vs previous 13F -978 shares

    <0.01% of the 13F portfolio, value $1,466,760.

    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 18,711 shares
    Change vs previous 13F +198 shares

    <0.01% of the 13F portfolio, value $1,453,291.

    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 18,513 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $1,351,494.

    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 18,518 shares
    Change vs previous 13F +11,616 shares

    <0.01% of the 13F portfolio, value $1,449,117.

    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 6,902 shares
    Change vs previous 13F +2,283 shares

    <0.01% of the 13F portfolio, value $468,416.

    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 4,619 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $310,920.

    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).