Skip to content

OSAIC HOLDINGS, INC.: DMA position timeline

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

OSAIC HOLDINGS, INC. held 27,038 DMA 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 27,038 shares
    Change vs previous 13F +2,955 shares

    <0.01% of the 13F portfolio, value $202,290.

    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 24,083 shares
    Change vs previous 13F -5,128 shares

    <0.01% of the 13F portfolio, value $195,319.

    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 29,211 shares
    Change vs previous 13F +176 shares

    <0.01% of the 13F portfolio, value $262,049.

    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 29,035 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $252,014.

    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 29,025 shares
    Change vs previous 13F +4,716 shares

    <0.01% of the 13F portfolio, value $253,998.

    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 24,309 shares
    Change vs previous 13F -7,876 shares

    <0.01% of the 13F portfolio, value $206,167.

    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 32,185 shares
    Change vs previous 13F +5,159 shares

    <0.01% of the 13F portfolio, value $272,284.

    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 27,026 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $234,310.

    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).