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Disclosery

OSAIC HOLDINGS, INC.: D position timeline

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

OSAIC HOLDINGS, INC. held 347,590 D 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 347,590 shares
    Change vs previous 13F +20,440 shares

    0.03% of the 13F portfolio, value $23,741,893.

    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 327,150 shares
    Change vs previous 13F -2,303 shares

    0.03% of the 13F portfolio, value $20,228,168.

    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 329,453 shares
    Change vs previous 13F -44,633 shares

    0.03% of the 13F portfolio, value $19,305,826.

    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 374,086 shares
    Change vs previous 13F +102,005 shares

    0.03% of the 13F portfolio, value $22,721,064.

    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 272,081 shares
    Change vs previous 13F +54,158 shares

    0.03% of the 13F portfolio, value $15,362,292.

    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 217,923 shares
    Change vs previous 13F -9,846 shares

    0.03% of the 13F portfolio, value $12,222,183.

    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 227,769 shares
    Change vs previous 13F +14,671 shares

    0.03% of the 13F portfolio, value $11,994,739.

    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 213,098 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,317,494.

    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).