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OSAIC HOLDINGS, INC.: SWK position timeline

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

OSAIC HOLDINGS, INC. held 65,369 SWK 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 65,369 shares
    Change vs previous 13F +37,724 shares

    0.01% of the 13F portfolio, value $6,153,259.

    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 27,645 shares
    Change vs previous 13F -1,691 shares

    <0.01% of the 13F portfolio, value $1,965,178.

    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 29,336 shares
    Change vs previous 13F -17,470 shares

    <0.01% of the 13F portfolio, value $2,179,598.

    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 46,806 shares
    Change vs previous 13F +1,990 shares

    <0.01% of the 13F portfolio, value $3,476,235.

    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 44,816 shares
    Change vs previous 13F +14,550 shares

    0.01% of the 13F portfolio, value $3,037,589.

    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 30,266 shares
    Change vs previous 13F -3,035 shares

    0.01% of the 13F portfolio, value $2,327,507.

    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 33,301 shares
    Change vs previous 13F -1,486 shares

    0.01% of the 13F portfolio, value $2,674,766.

    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 34,787 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,832,618.

    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).