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OSAIC HOLDINGS, INC.: DBEF position timeline

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

OSAIC HOLDINGS, INC. held 1,039,845 DBEF 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 1,039,845 shares
    Change vs previous 13F +52,653 shares

    0.07% of the 13F portfolio, value $56,818,223.

    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 987,192 shares
    Change vs previous 13F -62,211 shares

    0.07% of the 13F portfolio, value $48,777,635.

    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 1,049,403 shares
    Change vs previous 13F -204,797 shares

    0.07% of the 13F portfolio, value $50,498,246.

    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 1,254,200 shares
    Change vs previous 13F +39,598 shares

    0.08% of the 13F portfolio, value $57,072,402.

    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 1,214,602 shares
    Change vs previous 13F +176,675 shares

    0.09% of the 13F portfolio, value $53,155,795.

    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 1,037,927 shares
    Change vs previous 13F +70,554 shares

    0.1% of the 13F portfolio, value $44,954,512.

    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 967,373 shares
    Change vs previous 13F +140,934 shares

    0.09% of the 13F portfolio, value $40,060,740.

    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 826,439 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $34,728,712.

    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).