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OSAIC HOLDINGS, INC.: DFAS position timeline

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

OSAIC HOLDINGS, INC. held 492,155 DFAS 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 492,155 shares
    Change vs previous 13F +39,625 shares

    0.05% of the 13F portfolio, value $40,525,567.

    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 452,530 shares
    Change vs previous 13F +29,586 shares

    0.05% of the 13F portfolio, value $32,189,581.

    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 422,944 shares
    Change vs previous 13F +14,193 shares

    0.04% of the 13F portfolio, value $29,467,703.

    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 408,751 shares
    Change vs previous 13F +65,323 shares

    0.04% of the 13F portfolio, value $27,969,897.

    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 343,428 shares
    Change vs previous 13F -24,916 shares

    0.04% of the 13F portfolio, value $21,881,011.

    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 368,344 shares
    Change vs previous 13F +235,107 shares

    0.05% of the 13F portfolio, value $22,014,073.

    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 133,237 shares
    Change vs previous 13F +11,599 shares

    0.02% of the 13F portfolio, value $8,676,084.

    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 121,638 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,892,883.

    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).