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OSAIC HOLDINGS, INC.: DOCU position timeline

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

OSAIC HOLDINGS, INC. held 36,188 DOCU 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 36,188 shares
    Change vs previous 13F +3,971 shares

    <0.01% of the 13F portfolio, value $1,607,424.

    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 32,217 shares
    Change vs previous 13F +9,716 shares

    <0.01% of the 13F portfolio, value $1,527,365.

    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 22,501 shares
    Change vs previous 13F -98,823 shares

    <0.01% of the 13F portfolio, value $1,539,126.

    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 121,324 shares
    Change vs previous 13F +11,727 shares

    0.01% of the 13F portfolio, value $8,917,469.

    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 109,597 shares
    Change vs previous 13F +70,106 shares

    0.02% of the 13F portfolio, value $8,797,853.

    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 39,491 shares
    Change vs previous 13F -20,074 shares

    0.01% of the 13F portfolio, value $3,214,533.

    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 59,565 shares
    Change vs previous 13F +221 shares

    0.01% of the 13F portfolio, value $5,252,130.

    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 59,344 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,684,514.

    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).