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OSAIC HOLDINGS, INC.: DLS position timeline

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

OSAIC HOLDINGS, INC. held 99,967 DLS 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 99,967 shares
    Change vs previous 13F +8,265 shares

    0.01% of the 13F portfolio, value $8,377,264.

    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 91,702 shares
    Change vs previous 13F -1,046 shares

    0.01% of the 13F portfolio, value $7,474,549.

    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 92,748 shares
    Change vs previous 13F -809 shares

    0.01% of the 13F portfolio, value $7,514,675.

    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 93,557 shares
    Change vs previous 13F +55,274 shares

    0.01% of the 13F portfolio, value $7,424,567.

    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 38,283 shares
    Change vs previous 13F +435 shares

    0.01% of the 13F portfolio, value $2,876,580.

    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 37,848 shares
    Change vs previous 13F +4,368 shares

    0.01% of the 13F portfolio, value $2,498,941.

    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 33,480 shares
    Change vs previous 13F +23 shares

    <0.01% of the 13F portfolio, value $2,108,431.

    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 33,457 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,311,116.

    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).