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OSAIC HOLDINGS, INC.: DFEV position timeline

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

OSAIC HOLDINGS, INC. held 72,963 DFEV 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 72,963 shares
    Change vs previous 13F +40,694 shares

    <0.01% of the 13F portfolio, value $3,114,881.

    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 32,269 shares
    Change vs previous 13F -34,293 shares

    <0.01% of the 13F portfolio, value $1,154,785.

    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 66,562 shares
    Change vs previous 13F +21,142 shares

    <0.01% of the 13F portfolio, value $2,247,168.

    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 45,420 shares
    Change vs previous 13F +3,024 shares

    <0.01% of the 13F portfolio, value $1,443,086.

    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 42,396 shares
    Change vs previous 13F -25,701 shares

    <0.01% of the 13F portfolio, value $1,272,426.

    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 68,097 shares
    Change vs previous 13F +35,591 shares

    <0.01% of the 13F portfolio, value $1,842,802.

    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 32,506 shares
    Change vs previous 13F +1,557 shares

    <0.01% of the 13F portfolio, value $852,013.

    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 30,949 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $880,879.

    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).