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OSAIC HOLDINGS, INC.: SUNS position timeline

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

OSAIC HOLDINGS, INC. held 16,352 SUNS 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 16,352 shares
    Change vs previous 13F -46 shares

    <0.01% of the 13F portfolio, value $129,181.

    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 16,398 shares
    Change vs previous 13F -549 shares

    <0.01% of the 13F portfolio, value $125,773.

    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 16,947 shares
    Change vs previous 13F +1,127 shares

    <0.01% of the 13F portfolio, value $159,818.

    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 15,820 shares
    Change vs previous 13F +13,865 shares

    <0.01% of the 13F portfolio, value $165,931.

    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 1,955 shares
    Change vs previous 13F +199 shares

    <0.01% of the 13F portfolio, value $20,722.

    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 1,756 shares
    Change vs previous 13F +985 shares

    <0.01% of the 13F portfolio, value $19,443.

    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 771 shares
    Change vs previous 13F -130 shares

    <0.01% of the 13F portfolio, value $10,861.

    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 901 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,963.

    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).