Skip to content
Disclosery

OSAIC HOLDINGS, INC.: DAVE position timeline

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

OSAIC HOLDINGS, INC. held 8,508 DAVE 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 8,508 shares
    Change vs previous 13F +7,169 shares

    <0.01% of the 13F portfolio, value $3,169,783.

    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 1,339 shares
    Change vs previous 13F -544 shares

    <0.01% of the 13F portfolio, value $233,098.

    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 1,883 shares
    Change vs previous 13F -7,208 shares

    <0.01% of the 13F portfolio, value $416,903.

    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 9,091 shares
    Change vs previous 13F -4,633 shares

    <0.01% of the 13F portfolio, value $1,934,679.

    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 13,724 shares
    Change vs previous 13F +13,415 shares

    0.01% of the 13F portfolio, value $3,683,489.

    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 309 shares
    Change vs previous 13F -1,059 shares

    <0.01% of the 13F portfolio, value $25,540.

    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 1,368 shares
    Change vs previous 13F +1,340 shares

    <0.01% of the 13F portfolio, value $118,904.

    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 28 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,118.

    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).