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OSAIC HOLDINGS, INC.: PDBC position timeline

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

OSAIC HOLDINGS, INC. held 1,227,800 PDBC 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 1,227,800 shares
    Change vs previous 13F +495,410 shares

    0.02% of the 13F portfolio, value $19,497,767.

    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 732,390 shares
    Change vs previous 13F +20,021 shares

    0.02% of the 13F portfolio, value $12,685,396.

    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 712,369 shares
    Change vs previous 13F -593,780 shares

    0.01% of the 13F portfolio, value $9,439,446.

    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 1,306,149 shares
    Change vs previous 13F +222,568 shares

    0.02% of the 13F portfolio, value $17,369,100.

    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 1,083,581 shares
    Change vs previous 13F +183,121 shares

    0.03% of the 13F portfolio, value $14,130,822.

    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 900,460 shares
    Change vs previous 13F -210,137 shares

    0.03% of the 13F portfolio, value $12,273,174.

    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 1,110,597 shares
    Change vs previous 13F +39,809 shares

    0.03% of the 13F portfolio, value $14,426,231.

    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 1,070,788 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $14,380,398.

    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).