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OSAIC HOLDINGS, INC.: DFP position timeline

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

OSAIC HOLDINGS, INC. held 80,665 DFP 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 80,665 shares
    Change vs previous 13F +33,116 shares

    <0.01% of the 13F portfolio, value $1,667,387.

    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 47,549 shares
    Change vs previous 13F -780 shares

    <0.01% of the 13F portfolio, value $954,338.

    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 48,329 shares
    Change vs previous 13F -1,821 shares

    <0.01% of the 13F portfolio, value $1,004,791.

    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 50,150 shares
    Change vs previous 13F +164 shares

    <0.01% of the 13F portfolio, value $1,052,155.

    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 49,986 shares
    Change vs previous 13F +5,805 shares

    <0.01% of the 13F portfolio, value $1,026,252.

    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 44,181 shares
    Change vs previous 13F +27 shares

    <0.01% of the 13F portfolio, value $894,230.

    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 44,154 shares
    Change vs previous 13F +7,136 shares

    <0.01% of the 13F portfolio, value $880,445.

    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 37,018 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $795,880.

    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).