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OSAIC HOLDINGS, INC.: SWX position timeline

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

OSAIC HOLDINGS, INC. held 8,047 SWX 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 8,047 shares
    Change vs previous 13F +5,871 shares

    <0.01% of the 13F portfolio, value $713,774.

    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 2,176 shares
    Change vs previous 13F +379 shares

    <0.01% of the 13F portfolio, value $189,189.

    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 1,797 shares
    Change vs previous 13F -293 shares

    <0.01% of the 13F portfolio, value $143,889.

    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 2,090 shares
    Change vs previous 13F +399 shares

    <0.01% of the 13F portfolio, value $165,046.

    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 1,691 shares
    Change vs previous 13F -1,332 shares

    <0.01% of the 13F portfolio, value $125,683.

    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 3,023 shares
    Change vs previous 13F +1,064 shares

    <0.01% of the 13F portfolio, value $217,183.

    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 1,959 shares
    Change vs previous 13F -2,584 shares

    <0.01% of the 13F portfolio, value $138,488.

    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 4,543 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $335,617.

    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).