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Disclosery

OSAIC HOLDINGS, INC.: SW position timeline

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

OSAIC HOLDINGS, INC. held 95,002 SW 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 95,002 shares
    Change vs previous 13F +80,692 shares

    0.01% of the 13F portfolio, value $4,395,045.

    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 14,310 shares
    Change vs previous 13F -4,441 shares

    <0.01% of the 13F portfolio, value $570,321.

    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 18,751 shares
    Change vs previous 13F -16,051 shares

    <0.01% of the 13F portfolio, value $725,430.

    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 34,802 shares
    Change vs previous 13F +2,541 shares

    <0.01% of the 13F portfolio, value $1,593,654.

    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 32,261 shares
    Change vs previous 13F +17,975 shares

    <0.01% of the 13F portfolio, value $1,392,868.

    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 14,286 shares
    Change vs previous 13F -8,712 shares

    <0.01% of the 13F portfolio, value $643,771.

    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 22,998 shares
    Change vs previous 13F -8,286 shares

    <0.01% of the 13F portfolio, value $1,183,634.

    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 31,284 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,545,967.

    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).