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Disclosery

OSAIC HOLDINGS, INC.: SWAN position timeline

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

OSAIC HOLDINGS, INC. held 8,995 SWAN 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 8,995 shares
    Change vs previous 13F +2,812 shares

    <0.01% of the 13F portfolio, value $300,099.

    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 6,183 shares
    Change vs previous 13F +2,132 shares

    <0.01% of the 13F portfolio, value $192,042.

    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 4,051 shares
    Change vs previous 13F -1,015 shares

    <0.01% of the 13F portfolio, value $131,575.

    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 5,066 shares
    Change vs previous 13F -300 shares

    <0.01% of the 13F portfolio, value $160,114.

    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 5,366 shares
    Change vs previous 13F -407,541 shares

    <0.01% of the 13F portfolio, value $164,485.

    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 412,907 shares
    Change vs previous 13F +203,928 shares

    0.03% of the 13F portfolio, value $11,854,573.

    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 208,979 shares
    Change vs previous 13F -269,215 shares

    0.01% of the 13F portfolio, value $6,136,822.

    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 478,194 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $14,541,870.

    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).