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OSAIC HOLDINGS, INC.: SUSL position timeline

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

OSAIC HOLDINGS, INC. held 29,219 SUSL 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 29,219 shares
    Change vs previous 13F +760 shares

    <0.01% of the 13F portfolio, value $3,881,222.

    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 28,459 shares
    Change vs previous 13F -1,225 shares

    <0.01% of the 13F portfolio, value $3,235,014.

    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 29,684 shares
    Change vs previous 13F -1,516 shares

    0.01% of the 13F portfolio, value $3,602,188.

    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 31,200 shares
    Change vs previous 13F -243 shares

    <0.01% of the 13F portfolio, value $3,571,106.

    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 31,443 shares
    Change vs previous 13F -4,146 shares

    0.01% of the 13F portfolio, value $3,408,530.

    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 35,589 shares
    Change vs previous 13F +13,248 shares

    0.01% of the 13F portfolio, value $3,411,589.

    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 22,341 shares
    Change vs previous 13F -122 shares

    0.01% of the 13F portfolio, value $2,303,649.

    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 22,463 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,282,139.

    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).