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OSAIC HOLDINGS, INC.: SWIM position timeline

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

OSAIC HOLDINGS, INC. held 18,145 SWIM 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 18,145 shares
    Change vs previous 13F -215 shares

    <0.01% of the 13F portfolio, value $117,391.

    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 18,360 shares
    Change vs previous 13F -2,545 shares

    <0.01% of the 13F portfolio, value $98,586.

    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 20,905 shares
    Change vs previous 13F -2,918 shares

    <0.01% of the 13F portfolio, value $132,739.

    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 23,823 shares
    Change vs previous 13F +710 shares

    <0.01% of the 13F portfolio, value $179,558.

    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 23,113 shares
    Change vs previous 13F -325 shares

    <0.01% of the 13F portfolio, value $147,456.

    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 23,438 shares
    Change vs previous 13F +650 shares

    <0.01% of the 13F portfolio, value $150,697.

    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 22,788 shares
    Change vs previous 13F +3,172 shares

    <0.01% of the 13F portfolio, value $158,602.

    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 19,616 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $133,388.

    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).