Skip to content
Disclosery

OSAIC HOLDINGS, INC.: DFAX position timeline

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

OSAIC HOLDINGS, INC. held 460,156 DFAX 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 460,156 shares
    Change vs previous 13F +53,999 shares

    0.02% of the 13F portfolio, value $16,953,016.

    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 406,157 shares
    Change vs previous 13F -19,855 shares

    0.02% of the 13F portfolio, value $13,797,815.

    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 426,012 shares
    Change vs previous 13F -170,890 shares

    0.02% of the 13F portfolio, value $13,943,915.

    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 596,902 shares
    Change vs previous 13F +41,463 shares

    0.03% of the 13F portfolio, value $18,490,915.

    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 555,439 shares
    Change vs previous 13F +155,677 shares

    0.03% of the 13F portfolio, value $15,800,052.

    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 399,762 shares
    Change vs previous 13F +8,417 shares

    0.02% of the 13F portfolio, value $10,474,156.

    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 391,345 shares
    Change vs previous 13F +77,316 shares

    0.02% of the 13F portfolio, value $9,729,113.

    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 314,029 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,482,014.

    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).