Skip to content
Disclosery

OSAIC HOLDINGS, INC.: DFSV position timeline

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

OSAIC HOLDINGS, INC. held 968,729 DFSV 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 968,729 shares
    Change vs previous 13F +188,214 shares

    0.04% of the 13F portfolio, value $37,582,507.

    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 780,515 shares
    Change vs previous 13F -183,048 shares

    0.04% of the 13F portfolio, value $27,353,398.

    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 963,563 shares
    Change vs previous 13F +1,265 shares

    0.05% of the 13F portfolio, value $31,696,500.

    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 962,298 shares
    Change vs previous 13F +86,122 shares

    0.04% of the 13F portfolio, value $31,024,918.

    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 876,176 shares
    Change vs previous 13F -26,301 shares

    0.05% of the 13F portfolio, value $25,790,066.

    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 902,477 shares
    Change vs previous 13F +290,191 shares

    0.06% of the 13F portfolio, value $25,409,951.

    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 612,286 shares
    Change vs previous 13F +31,904 shares

    0.04% of the 13F portfolio, value $18,850,250.

    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 580,382 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $17,879,386.

    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).