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Disclosery

OSAIC HOLDINGS, INC.: SUB position timeline

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

OSAIC HOLDINGS, INC. held 278,430 SUB 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 278,430 shares
    Change vs previous 13F +68,173 shares

    0.03% of the 13F portfolio, value $29,649,103.

    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 210,257 shares
    Change vs previous 13F -52,033 shares

    0.03% of the 13F portfolio, value $22,394,322.

    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 262,290 shares
    Change vs previous 13F -16,273 shares

    0.04% of the 13F portfolio, value $27,990,839.

    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 278,563 shares
    Change vs previous 13F -800 shares

    0.04% of the 13F portfolio, value $29,766,807.

    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 279,363 shares
    Change vs previous 13F +31,344 shares

    0.05% of the 13F portfolio, value $29,709,242.

    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 248,019 shares
    Change vs previous 13F +14,955 shares

    0.06% of the 13F portfolio, value $26,195,237.

    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 233,064 shares
    Change vs previous 13F +70,247 shares

    0.06% of the 13F portfolio, value $24,584,953.

    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 162,817 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $17,291,386.

    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).