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OSAIC HOLDINGS, INC.: SWBI position timeline

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

OSAIC HOLDINGS, INC. held 62,068 SWBI 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 62,068 shares
    Change vs previous 13F -21,683 shares

    <0.01% of the 13F portfolio, value $933,514.

    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 83,751 shares
    Change vs previous 13F +19,610 shares

    <0.01% of the 13F portfolio, value $1,200,264.

    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 64,141 shares
    Change vs previous 13F -5,111 shares

    <0.01% of the 13F portfolio, value $633,192.

    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 69,252 shares
    Change vs previous 13F +38,283 shares

    <0.01% of the 13F portfolio, value $640,604.

    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 30,969 shares
    Change vs previous 13F +2,403 shares

    <0.01% of the 13F portfolio, value $268,832.

    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 28,566 shares
    Change vs previous 13F +4,914 shares

    <0.01% of the 13F portfolio, value $266,214.

    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 23,652 shares
    Change vs previous 13F +4,686 shares

    <0.01% of the 13F portfolio, value $239,070.

    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 18,966 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $246,165.

    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).