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OSAIC HOLDINGS, INC.: SWZ position timeline

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

OSAIC HOLDINGS, INC. held 35,011 SWZ 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 35,011 shares
    Change vs previous 13F +11,668 shares

    <0.01% of the 13F portfolio, value $207,947.

    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 23,343 shares
    Change vs previous 13F +10,906 shares

    <0.01% of the 13F portfolio, value $138,413.

    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 12,437 shares
    Change vs previous 13F +7,531 shares

    <0.01% of the 13F portfolio, value $77,342.

    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 4,906 shares
    Change vs previous 13F +795 shares

    <0.01% of the 13F portfolio, value $29,769.

    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 4,111 shares
    Change vs previous 13F -3,480 shares

    <0.01% of the 13F portfolio, value $26,067.

    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 7,591 shares
    Change vs previous 13F +2,772 shares

    <0.01% of the 13F portfolio, value $69,993.

    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 4,819 shares
    Change vs previous 13F +42 shares

    <0.01% of the 13F portfolio, value $36,095.

    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 4,777 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $42,756.

    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).