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OSAIC HOLDINGS, INC.: DFIV position timeline

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

OSAIC HOLDINGS, INC. held 451,840 DFIV 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 451,840 shares
    Change vs previous 13F +110,417 shares

    0.03% of the 13F portfolio, value $24,415,524.

    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 341,423 shares
    Change vs previous 13F -69,878 shares

    0.03% of the 13F portfolio, value $18,021,269.

    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 411,301 shares
    Change vs previous 13F +51,334 shares

    0.03% of the 13F portfolio, value $20,527,493.

    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 359,967 shares
    Change vs previous 13F +69,207 shares

    0.02% of the 13F portfolio, value $16,453,102.

    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 290,760 shares
    Change vs previous 13F +99,151 shares

    0.02% of the 13F portfolio, value $12,455,125.

    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 191,609 shares
    Change vs previous 13F +125,451 shares

    0.02% of the 13F portfolio, value $7,544,074.

    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 66,158 shares
    Change vs previous 13F +1,527 shares

    0.01% of the 13F portfolio, value $2,347,455.

    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 64,631 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,461,366.

    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).