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OSAIC HOLDINGS, INC.: SUSB position timeline

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

OSAIC HOLDINGS, INC. held 239,112 SUSB 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 239,112 shares
    Change vs previous 13F +46,464 shares

    0.01% of the 13F portfolio, value $5,975,801.

    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 192,648 shares
    Change vs previous 13F +113,040 shares

    0.01% of the 13F portfolio, value $4,829,191.

    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 79,608 shares
    Change vs previous 13F -6,023 shares

    <0.01% of the 13F portfolio, value $2,009,374.

    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 85,631 shares
    Change vs previous 13F -31,480 shares

    <0.01% of the 13F portfolio, value $2,165,572.

    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 117,111 shares
    Change vs previous 13F +39,661 shares

    0.01% of the 13F portfolio, value $2,947,555.

    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 77,450 shares
    Change vs previous 13F -157,821 shares

    <0.01% of the 13F portfolio, value $1,935,623.

    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 235,271 shares
    Change vs previous 13F +6,382 shares

    0.01% of the 13F portfolio, value $5,811,374.

    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 228,889 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,758,940.

    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).