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OSAIC HOLDINGS, INC.: DFAE position timeline

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

OSAIC HOLDINGS, INC. held 419,214 DFAE 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 419,214 shares
    Change vs previous 13F +109,522 shares

    0.02% of the 13F portfolio, value $16,857,267.

    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 309,692 shares
    Change vs previous 13F +37,692 shares

    0.02% of the 13F portfolio, value $10,486,495.

    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 272,000 shares
    Change vs previous 13F +19,753 shares

    0.01% of the 13F portfolio, value $8,859,381.

    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 252,247 shares
    Change vs previous 13F +36,040 shares

    0.01% of the 13F portfolio, value $7,815,093.

    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 216,207 shares
    Change vs previous 13F -39,872 shares

    0.01% of the 13F portfolio, value $6,259,368.

    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 256,079 shares
    Change vs previous 13F +49,808 shares

    0.01% of the 13F portfolio, value $6,632,210.

    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 206,271 shares
    Change vs previous 13F +6,448 shares

    0.01% of the 13F portfolio, value $5,235,126.

    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 199,823 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,479,250.

    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).