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OSAIC HOLDINGS, INC.: DFAI position timeline

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

OSAIC HOLDINGS, INC. held 1,342,622 DFAI 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 1,342,622 shares
    Change vs previous 13F +169,409 shares

    0.07% of the 13F portfolio, value $55,383,967.

    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 1,173,213 shares
    Change vs previous 13F +146,417 shares

    0.07% of the 13F portfolio, value $45,708,860.

    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 1,026,796 shares
    Change vs previous 13F +56,781 shares

    0.06% of the 13F portfolio, value $39,131,517.

    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 970,015 shares
    Change vs previous 13F +95,369 shares

    0.05% of the 13F portfolio, value $35,135,577.

    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 874,646 shares
    Change vs previous 13F -9,990 shares

    0.05% of the 13F portfolio, value $30,236,712.

    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 884,636 shares
    Change vs previous 13F +580,493 shares

    0.06% of the 13F portfolio, value $27,629,696.

    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 304,143 shares
    Change vs previous 13F +49,580 shares

    0.02% of the 13F portfolio, value $8,883,334.

    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 254,563 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,091,960.

    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).