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Disclosery

OSAIC HOLDINGS, INC.: DFIS position timeline

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

OSAIC HOLDINGS, INC. held 328,781 DFIS 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 328,781 shares
    Change vs previous 13F +67,285 shares

    0.01% of the 13F portfolio, value $11,518,544.

    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 261,496 shares
    Change vs previous 13F +97,256 shares

    0.01% of the 13F portfolio, value $8,804,811.

    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 164,240 shares
    Change vs previous 13F +33,208 shares

    0.01% of the 13F portfolio, value $5,410,325.

    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 131,032 shares
    Change vs previous 13F +33,851 shares

    0.01% of the 13F portfolio, value $4,103,673.

    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 97,181 shares
    Change vs previous 13F -11,857 shares

    0.01% of the 13F portfolio, value $2,900,094.

    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 109,038 shares
    Change vs previous 13F +6,546 shares

    0.01% of the 13F portfolio, value $2,817,813.

    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 102,492 shares
    Change vs previous 13F +2,077 shares

    0.01% of the 13F portfolio, value $2,517,368.

    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 100,415 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,694,417.

    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).