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Disclosery

OSAIC HOLDINGS, INC.: SU position timeline

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

OSAIC HOLDINGS, INC. held 81,958 SU 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 81,958 shares
    Change vs previous 13F -8,229 shares

    0.01% of the 13F portfolio, value $4,400,259.

    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 90,187 shares
    Change vs previous 13F -3,378 shares

    0.01% of the 13F portfolio, value $5,962,951.

    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 93,565 shares
    Change vs previous 13F -71,993 shares

    0.01% of the 13F portfolio, value $4,149,486.

    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 165,558 shares
    Change vs previous 13F +70,507 shares

    0.01% of the 13F portfolio, value $6,906,855.

    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 95,051 shares
    Change vs previous 13F +57,810 shares

    0.01% of the 13F portfolio, value $3,630,708.

    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 37,241 shares
    Change vs previous 13F -17,948 shares

    <0.01% of the 13F portfolio, value $1,442,355.

    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 55,189 shares
    Change vs previous 13F -25,874 shares

    <0.01% of the 13F portfolio, value $1,969,455.

    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 81,063 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,993,180.

    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).