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OSAIC HOLDINGS, INC.: SWKS position timeline

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

OSAIC HOLDINGS, INC. held 42,078 SWKS 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 42,078 shares
    Change vs previous 13F +5,217 shares

    <0.01% of the 13F portfolio, value $2,853,711.

    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 36,861 shares
    Change vs previous 13F -621 shares

    <0.01% of the 13F portfolio, value $1,974,341.

    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 37,482 shares
    Change vs previous 13F -10,887 shares

    <0.01% of the 13F portfolio, value $2,377,702.

    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 48,369 shares
    Change vs previous 13F +4,258 shares

    0.01% of the 13F portfolio, value $3,662,694.

    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 44,111 shares
    Change vs previous 13F -74 shares

    0.01% of the 13F portfolio, value $3,287,868.

    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 44,185 shares
    Change vs previous 13F -8,256 shares

    0.01% of the 13F portfolio, value $2,856,983.

    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 52,441 shares
    Change vs previous 13F -14,457 shares

    0.01% of the 13F portfolio, value $4,651,972.

    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 66,898 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,609,583.

    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).