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OSAIC HOLDINGS, INC.: SSO position timeline

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

OSAIC HOLDINGS, INC. held 50,293 SSO 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 50,293 shares
    Change vs previous 13F -7,748 shares

    <0.01% of the 13F portfolio, value $3,388,763.

    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 58,041 shares
    Change vs previous 13F +3,708 shares

    <0.01% of the 13F portfolio, value $3,011,187.

    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 54,333 shares
    Change vs previous 13F -357,968 shares

    <0.01% of the 13F portfolio, value $3,147,024.

    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 412,301 shares
    Change vs previous 13F +382,224 shares

    0.06% of the 13F portfolio, value $46,100,849.

    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 30,077 shares
    Change vs previous 13F +9,210 shares

    0.01% of the 13F portfolio, value $2,897,857.

    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 20,867 shares
    Change vs previous 13F +3,613 shares

    <0.01% of the 13F portfolio, value $1,727,353.

    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 17,254 shares
    Change vs previous 13F -775 shares

    <0.01% of the 13F portfolio, value $1,596,165.

    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 18,029 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,625,673.

    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).