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OSAIC HOLDINGS, INC.: DOW position timeline

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

OSAIC HOLDINGS, INC. held 290,029 DOW 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 290,029 shares
    Change vs previous 13F +2,524 shares

    0.01% of the 13F portfolio, value $7,937,712.

    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 287,505 shares
    Change vs previous 13F -149,120 shares

    0.02% of the 13F portfolio, value $11,977,551.

    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 436,625 shares
    Change vs previous 13F -70,511 shares

    0.01% of the 13F portfolio, value $10,210,341.

    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 507,136 shares
    Change vs previous 13F +160,313 shares

    0.02% of the 13F portfolio, value $11,909,756.

    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 346,823 shares
    Change vs previous 13F +104,087 shares

    0.02% of the 13F portfolio, value $9,198,186.

    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 242,736 shares
    Change vs previous 13F -12,877 shares

    0.02% of the 13F portfolio, value $8,481,273.

    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 255,613 shares
    Change vs previous 13F -61,956 shares

    0.02% of the 13F portfolio, value $10,045,262.

    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 317,569 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $17,356,612.

    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).