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OSAIC HOLDINGS, INC.: SUSA position timeline

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

OSAIC HOLDINGS, INC. held 52,635 SUSA 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 52,635 shares
    Change vs previous 13F +6,457 shares

    0.01% of the 13F portfolio, value $8,125,622.

    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 46,178 shares
    Change vs previous 13F -4,554 shares

    0.01% of the 13F portfolio, value $6,103,356.

    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 50,732 shares
    Change vs previous 13F +3,215 shares

    0.01% of the 13F portfolio, value $7,073,330.

    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 47,517 shares
    Change vs previous 13F -860 shares

    0.01% of the 13F portfolio, value $6,335,842.

    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 48,377 shares
    Change vs previous 13F -4,162 shares

    0.01% of the 13F portfolio, value $6,135,508.

    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 52,539 shares
    Change vs previous 13F -66,539 shares

    0.01% of the 13F portfolio, value $6,038,423.

    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 119,078 shares
    Change vs previous 13F -5,233 shares

    0.03% of the 13F portfolio, value $14,481,688.

    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 124,311 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $14,966,177.

    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).