Skip to content
Disclosery

OSAIC HOLDINGS, INC.: DFAU position timeline

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

OSAIC HOLDINGS, INC. held 629,305 DFAU 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 629,305 shares
    Change vs previous 13F +29,733 shares

    0.04% of the 13F portfolio, value $32,529,469.

    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 599,572 shares
    Change vs previous 13F +14,837 shares

    0.04% of the 13F portfolio, value $27,053,066.

    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 584,735 shares
    Change vs previous 13F +13,073 shares

    0.04% of the 13F portfolio, value $27,366,101.

    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 571,662 shares
    Change vs previous 13F +39,830 shares

    0.04% of the 13F portfolio, value $26,066,330.

    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 531,832 shares
    Change vs previous 13F +66,280 shares

    0.04% of the 13F portfolio, value $22,525,998.

    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 465,552 shares
    Change vs previous 13F +303,434 shares

    0.04% of the 13F portfolio, value $17,896,155.

    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 162,118 shares
    Change vs previous 13F -457 shares

    0.01% of the 13F portfolio, value $6,564,319.

    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 162,575 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,452,815.

    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).