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OSAIC HOLDINGS, INC.: DFE position timeline

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

OSAIC HOLDINGS, INC. held 8,211 DFE 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 8,211 shares
    Change vs previous 13F -2,012 shares

    <0.01% of the 13F portfolio, value $590,823.

    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 10,223 shares
    Change vs previous 13F +3,391 shares

    <0.01% of the 13F portfolio, value $733,184.

    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 6,832 shares
    Change vs previous 13F +1,613 shares

    <0.01% of the 13F portfolio, value $490,727.

    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 5,219 shares
    Change vs previous 13F -89 shares

    <0.01% of the 13F portfolio, value $364,914.

    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 5,308 shares
    Change vs previous 13F -1,542 shares

    <0.01% of the 13F portfolio, value $372,145.

    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 6,850 shares
    Change vs previous 13F -19,507 shares

    <0.01% of the 13F portfolio, value $417,563.

    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 26,357 shares
    Change vs previous 13F +1,040 shares

    <0.01% of the 13F portfolio, value $1,491,285.

    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 25,317 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,607,664.

    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).