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OSAIC HOLDINGS, INC.: DOL position timeline

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

OSAIC HOLDINGS, INC. held 73,334 DOL 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 73,334 shares
    Change vs previous 13F -7,078 shares

    0.01% of the 13F portfolio, value $5,453,342.

    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 80,412 shares
    Change vs previous 13F -2,529 shares

    0.01% of the 13F portfolio, value $5,467,180.

    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 82,941 shares
    Change vs previous 13F -4,606 shares

    0.01% of the 13F portfolio, value $5,461,908.

    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 87,547 shares
    Change vs previous 13F +53,932 shares

    0.01% of the 13F portfolio, value $5,428,908.

    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 33,615 shares
    Change vs previous 13F +1,156 shares

    <0.01% of the 13F portfolio, value $2,002,283.

    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 32,459 shares
    Change vs previous 13F +839 shares

    <0.01% of the 13F portfolio, value $1,787,789.

    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 31,620 shares
    Change vs previous 13F -1,466 shares

    <0.01% of the 13F portfolio, value $1,563,613.

    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 33,086 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,786,425.

    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).