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OSAIC HOLDINGS, INC.: DFUS position timeline

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

OSAIC HOLDINGS, INC. held 297,838 DFUS 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 297,838 shares
    Change vs previous 13F +14,205 shares

    0.03% of the 13F portfolio, value $24,406,212.

    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 283,633 shares
    Change vs previous 13F -4,172 shares

    0.03% of the 13F portfolio, value $20,113,165.

    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 287,805 shares
    Change vs previous 13F -23,836 shares

    0.03% of the 13F portfolio, value $21,347,602.

    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 311,641 shares
    Change vs previous 13F +12,816 shares

    0.03% of the 13F portfolio, value $22,243,942.

    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 298,825 shares
    Change vs previous 13F +102,607 shares

    0.04% of the 13F portfolio, value $19,685,742.

    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 196,218 shares
    Change vs previous 13F +35,986 shares

    0.03% of the 13F portfolio, value $11,867,582.

    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 160,232 shares
    Change vs previous 13F +14,291 shares

    0.02% of the 13F portfolio, value $10,215,253.

    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 145,941 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,077,814.

    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).