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OSAIC HOLDINGS, INC.: DBO position timeline

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

OSAIC HOLDINGS, INC. held 55,548 DBO 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 55,548 shares
    Change vs previous 13F +9,953 shares

    <0.01% of the 13F portfolio, value $980,494.

    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 45,595 shares
    Change vs previous 13F +4,068 shares

    <0.01% of the 13F portfolio, value $896,941.

    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 41,527 shares
    Change vs previous 13F -3,083 shares

    <0.01% of the 13F portfolio, value $506,675.

    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 44,610 shares
    Change vs previous 13F -2,226 shares

    <0.01% of the 13F portfolio, value $606,942.

    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 46,836 shares
    Change vs previous 13F +610 shares

    <0.01% of the 13F portfolio, value $619,206.

    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 46,226 shares
    Change vs previous 13F +869 shares

    <0.01% of the 13F portfolio, value $662,480.

    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 45,357 shares
    Change vs previous 13F -5,425 shares

    <0.01% of the 13F portfolio, value $649,132.

    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 50,782 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $709,458.

    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).