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OSAIC HOLDINGS, INC.: DFNM position timeline

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

OSAIC HOLDINGS, INC. held 230,567 DFNM 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 230,567 shares
    Change vs previous 13F +168,785 shares

    0.01% of the 13F portfolio, value $11,146,889.

    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 61,782 shares
    Change vs previous 13F -88,265 shares

    <0.01% of the 13F portfolio, value $2,961,326.

    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 150,047 shares
    Change vs previous 13F +11,446 shares

    0.01% of the 13F portfolio, value $7,229,142.

    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 138,601 shares
    Change vs previous 13F +5,102 shares

    0.01% of the 13F portfolio, value $6,646,839.

    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 133,499 shares
    Change vs previous 13F +2,324 shares

    0.01% of the 13F portfolio, value $6,335,903.

    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 131,175 shares
    Change vs previous 13F +61,253 shares

    0.01% of the 13F portfolio, value $6,240,740.

    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 69,922 shares
    Change vs previous 13F +12,271 shares

    0.01% of the 13F portfolio, value $3,340,188.

    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 57,651 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,798,357.

    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).