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Disclosery

OSAIC HOLDINGS, INC.: DES position timeline

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

OSAIC HOLDINGS, INC. held 202,258 DES 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 202,258 shares
    Change vs previous 13F +25,403 shares

    0.01% of the 13F portfolio, value $8,228,161.

    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 176,855 shares
    Change vs previous 13F +3,692 shares

    0.01% of the 13F portfolio, value $6,356,582.

    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 173,163 shares
    Change vs previous 13F -34,705 shares

    0.01% of the 13F portfolio, value $5,792,526.

    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 207,868 shares
    Change vs previous 13F -11,725 shares

    0.01% of the 13F portfolio, value $7,039,185.

    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 219,593 shares
    Change vs previous 13F +16,418 shares

    0.01% of the 13F portfolio, value $6,981,393.

    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 203,175 shares
    Change vs previous 13F +38,460 shares

    0.01% of the 13F portfolio, value $6,493,811.

    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 164,715 shares
    Change vs previous 13F +13,080 shares

    0.01% of the 13F portfolio, value $5,658,517.

    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 151,635 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,230,495.

    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).