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OSAIC HOLDINGS, INC.: SRFM position timeline

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

OSAIC HOLDINGS, INC. held 49,457 SRFM 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 49,457 shares
    Change vs previous 13F +10,636 shares

    <0.01% of the 13F portfolio, value $57,363.

    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 38,821 shares
    Change vs previous 13F -14,568 shares

    <0.01% of the 13F portfolio, value $44,641.

    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 53,389 shares
    Change vs previous 13F +144 shares

    <0.01% of the 13F portfolio, value $103,570.

    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 53,245 shares
    Change vs previous 13F +36,001 shares

    <0.01% of the 13F portfolio, value $228,628.

    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 17,244 shares
    Change vs previous 13F +15,004 shares

    <0.01% of the 13F portfolio, value $63,629.

    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 2,240 shares
    Change vs previous 13F +2,140 shares

    <0.01% of the 13F portfolio, value $5,980.

    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 100 shares
    Change vs previous 13F -7,042 shares

    <0.01% of the 13F portfolio, value $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 7,142 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,570.

    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).