Skip to content
Disclosery

OSAIC HOLDINGS, INC.: STE position timeline

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

OSAIC HOLDINGS, INC. held 75,218 STE 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 75,218 shares
    Change vs previous 13F +4,299 shares

    0.02% of the 13F portfolio, value $15,839,441.

    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 70,919 shares
    Change vs previous 13F -983 shares

    0.02% of the 13F portfolio, value $15,682,952.

    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 71,902 shares
    Change vs previous 13F +879 shares

    0.03% of the 13F portfolio, value $18,230,299.

    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 71,023 shares
    Change vs previous 13F +60,647 shares

    0.02% of the 13F portfolio, value $17,564,316.

    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 10,376 shares
    Change vs previous 13F +287 shares

    <0.01% of the 13F portfolio, value $2,484,104.

    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 10,089 shares
    Change vs previous 13F +1,983 shares

    0.01% of the 13F portfolio, value $2,287,541.

    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 8,106 shares
    Change vs previous 13F -2,513 shares

    <0.01% of the 13F portfolio, value $1,371,009.

    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 10,619 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,575,968.

    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).