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Disclosery

OSAIC HOLDINGS, INC.: STEW position timeline

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

OSAIC HOLDINGS, INC. held 38,509 STEW 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 38,509 shares
    Change vs previous 13F -1,793 shares

    <0.01% of the 13F portfolio, value $689,331.

    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 40,302 shares
    Change vs previous 13F +3,258 shares

    <0.01% of the 13F portfolio, value $689,196.

    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 37,044 shares
    Change vs previous 13F -2,567 shares

    <0.01% of the 13F portfolio, value $686,830.

    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 39,611 shares
    Change vs previous 13F +3,282 shares

    <0.01% of the 13F portfolio, value $731,763.

    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 36,329 shares
    Change vs previous 13F +2,026 shares

    <0.01% of the 13F portfolio, value $642,346.

    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 34,303 shares
    Change vs previous 13F +1,006 shares

    <0.01% of the 13F portfolio, value $591,771.

    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 33,297 shares
    Change vs previous 13F +4,750 shares

    <0.01% of the 13F portfolio, value $533,422.

    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 28,547 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $451,050.

    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).