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OSAIC HOLDINGS, INC.: DFLV position timeline

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

OSAIC HOLDINGS, INC. held 243,503 DFLV 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 243,503 shares
    Change vs previous 13F +29,870 shares

    0.01% of the 13F portfolio, value $9,628,159.

    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 213,633 shares
    Change vs previous 13F +11,718 shares

    0.01% of the 13F portfolio, value $7,628,854.

    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 201,915 shares
    Change vs previous 13F -3,840 shares

    0.01% of the 13F portfolio, value $6,907,536.

    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 205,755 shares
    Change vs previous 13F +21,754 shares

    0.01% of the 13F portfolio, value $6,748,827.

    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 184,001 shares
    Change vs previous 13F +35,042 shares

    0.01% of the 13F portfolio, value $5,707,691.

    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 148,959 shares
    Change vs previous 13F +89,041 shares

    0.01% of the 13F portfolio, value $4,553,645.

    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 59,918 shares
    Change vs previous 13F +15,736 shares

    <0.01% of the 13F portfolio, value $1,799,327.

    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 44,182 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,361,240.

    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).