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OSAIC HOLDINGS, INC.: DOCT position timeline

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

OSAIC HOLDINGS, INC. held 96,080 DOCT 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 96,080 shares
    Change vs previous 13F -27,505 shares

    0.01% of the 13F portfolio, value $4,484,980.

    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 123,585 shares
    Change vs previous 13F -32,495 shares

    0.01% of the 13F portfolio, value $5,367,187.

    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 156,080 shares
    Change vs previous 13F +51,608 shares

    0.01% of the 13F portfolio, value $6,912,744.

    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 104,472 shares
    Change vs previous 13F -8,610 shares

    0.01% of the 13F portfolio, value $4,455,325.

    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 113,082 shares
    Change vs previous 13F -5,616 shares

    0.01% of the 13F portfolio, value $4,643,281.

    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 118,698 shares
    Change vs previous 13F -234,555 shares

    0.01% of the 13F portfolio, value $4,552,024.

    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 353,253 shares
    Change vs previous 13F +305,340 shares

    0.03% of the 13F portfolio, value $13,907,363.

    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 47,913 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,870,039.

    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).