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OSAIC HOLDINGS, INC.: SVM position timeline

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

OSAIC HOLDINGS, INC. held 30,697 SVM 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 30,697 shares
    Change vs previous 13F -26,288 shares

    <0.01% of the 13F portfolio, value $310,038.

    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 56,985 shares
    Change vs previous 13F +16,702 shares

    <0.01% of the 13F portfolio, value $611,924.

    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 40,283 shares
    Change vs previous 13F +16,619 shares

    <0.01% of the 13F portfolio, value $335,871.

    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 23,664 shares
    Change vs previous 13F +12,300 shares

    <0.01% of the 13F portfolio, value $133,814.

    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 11,364 shares
    Change vs previous 13F -4,502 shares

    <0.01% of the 13F portfolio, value $47,956.

    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 15,866 shares
    Change vs previous 13F +1,012 shares

    <0.01% of the 13F portfolio, value $61,400.

    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 14,854 shares
    Change vs previous 13F +2,794 shares

    <0.01% of the 13F portfolio, value $44,517.

    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 12,060 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $52,699.

    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).