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Disclosery

OSAIC HOLDINGS, INC.: DOCS position timeline

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

OSAIC HOLDINGS, INC. held 10,039 DOCS 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 10,039 shares
    Change vs previous 13F -160 shares

    <0.01% of the 13F portfolio, value $208,191.

    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 10,199 shares
    Change vs previous 13F +1,897 shares

    <0.01% of the 13F portfolio, value $237,623.

    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 8,302 shares
    Change vs previous 13F -32,562 shares

    <0.01% of the 13F portfolio, value $367,589.

    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 40,864 shares
    Change vs previous 13F -2,562 shares

    <0.01% of the 13F portfolio, value $2,806,107.

    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 43,426 shares
    Change vs previous 13F +5,735 shares

    <0.01% of the 13F portfolio, value $2,660,876.

    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 37,691 shares
    Change vs previous 13F +7,936 shares

    <0.01% of the 13F portfolio, value $2,187,013.

    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 29,755 shares
    Change vs previous 13F +8,661 shares

    <0.01% of the 13F portfolio, value $1,585,600.

    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 21,094 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $918,901.

    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).