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OSAIC HOLDINGS, INC.: DFAR position timeline

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

OSAIC HOLDINGS, INC. held 120,455 DFAR 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 120,455 shares
    Change vs previous 13F +25,221 shares

    <0.01% of the 13F portfolio, value $3,151,145.

    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 95,234 shares
    Change vs previous 13F +8,918 shares

    <0.01% of the 13F portfolio, value $2,252,282.

    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 86,316 shares
    Change vs previous 13F +6,533 shares

    <0.01% of the 13F portfolio, value $1,976,709.

    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 79,783 shares
    Change vs previous 13F +52,611 shares

    <0.01% of the 13F portfolio, value $1,901,871.

    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 27,172 shares
    Change vs previous 13F -67,169 shares

    <0.01% of the 13F portfolio, value $637,486.

    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 94,341 shares
    Change vs previous 13F -11,376 shares

    0.01% of the 13F portfolio, value $2,244,574.

    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 105,717 shares
    Change vs previous 13F +1,162 shares

    0.01% of the 13F portfolio, value $2,462,051.

    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 104,555 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,682,403.

    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).