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OSAIC HOLDINGS, INC.: SYM position timeline

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

OSAIC HOLDINGS, INC. held 56,691 SYM 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 56,691 shares
    Change vs previous 13F +7,514 shares

    <0.01% of the 13F portfolio, value $2,548,174.

    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 49,177 shares
    Change vs previous 13F +4,399 shares

    <0.01% of the 13F portfolio, value $2,616,172.

    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 44,778 shares
    Change vs previous 13F -45,957 shares

    <0.01% of the 13F portfolio, value $2,664,253.

    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 90,735 shares
    Change vs previous 13F -3,075 shares

    0.01% of the 13F portfolio, value $4,564,264.

    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 93,810 shares
    Change vs previous 13F +6,643 shares

    0.01% of the 13F portfolio, value $3,644,398.

    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 87,167 shares
    Change vs previous 13F +66,290 shares

    <0.01% of the 13F portfolio, value $1,761,507.

    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 20,877 shares
    Change vs previous 13F +8,257 shares

    <0.01% of the 13F portfolio, value $494,404.

    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 12,620 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $307,786.

    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).