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OSAIC HOLDINGS, INC.: SRVR position timeline

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

OSAIC HOLDINGS, INC. held 22,953 SRVR 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 22,953 shares
    Change vs previous 13F +10,355 shares

    <0.01% of the 13F portfolio, value $729,402.

    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 12,598 shares
    Change vs previous 13F -10,156 shares

    <0.01% of the 13F portfolio, value $393,368.

    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 22,754 shares
    Change vs previous 13F -45,027 shares

    <0.01% of the 13F portfolio, value $651,828.

    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 67,781 shares
    Change vs previous 13F -2,393 shares

    <0.01% of the 13F portfolio, value $2,144,216.

    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 70,174 shares
    Change vs previous 13F +19,439 shares

    <0.01% of the 13F portfolio, value $2,268,289.

    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 50,735 shares
    Change vs previous 13F +3,715 shares

    <0.01% of the 13F portfolio, value $1,489,254.

    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 47,020 shares
    Change vs previous 13F +7,936 shares

    <0.01% of the 13F portfolio, value $1,409,718.

    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 39,084 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,256,255.

    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).