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Disclosery

OSAIC HOLDINGS, INC.: DISV position timeline

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

OSAIC HOLDINGS, INC. held 279,311 DISV 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 279,311 shares
    Change vs previous 13F +90,071 shares

    0.01% of the 13F portfolio, value $11,213,379.

    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 189,240 shares
    Change vs previous 13F -65,497 shares

    0.01% of the 13F portfolio, value $7,465,938.

    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 254,737 shares
    Change vs previous 13F +21,071 shares

    0.01% of the 13F portfolio, value $9,683,349.

    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 233,666 shares
    Change vs previous 13F +43,134 shares

    0.01% of the 13F portfolio, value $8,209,079.

    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 190,532 shares
    Change vs previous 13F +11,890 shares

    0.01% of the 13F portfolio, value $6,272,696.

    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 178,642 shares
    Change vs previous 13F +99,564 shares

    0.01% of the 13F portfolio, value $5,203,393.

    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 79,078 shares
    Change vs previous 13F +15,899 shares

    <0.01% of the 13F portfolio, value $2,101,329.

    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 63,179 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,836,258.

    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).