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Disclosery

OSAIC HOLDINGS, INC.: DOC position timeline

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

OSAIC HOLDINGS, INC. held 333,635 DOC 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 333,635 shares
    Change vs previous 13F +213,276 shares

    0.01% of the 13F portfolio, value $7,140,475.

    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 120,359 shares
    Change vs previous 13F -182,100 shares

    <0.01% of the 13F portfolio, value $1,977,678.

    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 302,459 shares
    Change vs previous 13F -24,563 shares

    0.01% of the 13F portfolio, value $4,863,982.

    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 327,022 shares
    Change vs previous 13F +32,223 shares

    0.01% of the 13F portfolio, value $6,188,268.

    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 294,799 shares
    Change vs previous 13F +177,958 shares

    0.01% of the 13F portfolio, value $5,165,878.

    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 116,841 shares
    Change vs previous 13F +38,381 shares

    0.01% of the 13F portfolio, value $2,362,790.

    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 78,460 shares
    Change vs previous 13F +6,745 shares

    <0.01% of the 13F portfolio, value $1,590,747.

    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 71,715 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,640,575.

    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).