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Disclosery

OSAIC HOLDINGS, INC.: SUN position timeline

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

OSAIC HOLDINGS, INC. held 62,593 SUN 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 62,593 shares
    Change vs previous 13F +2,223 shares

    <0.01% of the 13F portfolio, value $4,225,228.

    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 60,370 shares
    Change vs previous 13F +12,626 shares

    0.01% of the 13F portfolio, value $3,922,445.

    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 47,744 shares
    Change vs previous 13F -20,160 shares

    <0.01% of the 13F portfolio, value $2,502,447.

    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 67,904 shares
    Change vs previous 13F +11,659 shares

    <0.01% of the 13F portfolio, value $3,452,489.

    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 56,245 shares
    Change vs previous 13F -4,996 shares

    0.01% of the 13F portfolio, value $3,014,432.

    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 61,241 shares
    Change vs previous 13F +2,285 shares

    0.01% of the 13F portfolio, value $3,555,917.

    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 58,956 shares
    Change vs previous 13F -7,050 shares

    0.01% of the 13F portfolio, value $3,032,940.

    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 66,006 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,543,520.

    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).