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OSAIC HOLDINGS, INC.: DMO position timeline

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

OSAIC HOLDINGS, INC. held 37,234 DMO 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 37,234 shares
    Change vs previous 13F -4,351 shares

    <0.01% of the 13F portfolio, value $398,800.

    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 41,585 shares
    Change vs previous 13F -5,075 shares

    <0.01% of the 13F portfolio, value $447,061.

    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 46,660 shares
    Change vs previous 13F -4,943 shares

    <0.01% of the 13F portfolio, value $516,086.

    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 51,603 shares
    Change vs previous 13F +785 shares

    <0.01% of the 13F portfolio, value $613,534.

    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 50,818 shares
    Change vs previous 13F -3,638 shares

    <0.01% of the 13F portfolio, value $606,840.

    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 54,456 shares
    Change vs previous 13F +439 shares

    <0.01% of the 13F portfolio, value $643,705.

    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 54,017 shares
    Change vs previous 13F +21,921 shares

    <0.01% of the 13F portfolio, value $637,457.

    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 32,096 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $384,182.

    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).