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OSAIC HOLDINGS, INC.: SYLD position timeline

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

OSAIC HOLDINGS, INC. held 62,404 SYLD 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 62,404 shares
    Change vs previous 13F +17,224 shares

    0.01% of the 13F portfolio, value $4,935,955.

    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 45,180 shares
    Change vs previous 13F -5,533 shares

    <0.01% of the 13F portfolio, value $3,407,158.

    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 50,713 shares
    Change vs previous 13F -8,718 shares

    0.01% of the 13F portfolio, value $3,525,891.

    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 59,431 shares
    Change vs previous 13F +207 shares

    0.01% of the 13F portfolio, value $4,109,764.

    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 59,224 shares
    Change vs previous 13F +1,426 shares

    0.01% of the 13F portfolio, value $3,851,822.

    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 57,798 shares
    Change vs previous 13F -252 shares

    0.01% of the 13F portfolio, value $3,687,919.

    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 58,050 shares
    Change vs previous 13F -202,426 shares

    0.01% of the 13F portfolio, value $3,974,800.

    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 260,476 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $18,850,633.

    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).