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OSAIC HOLDINGS, INC.: DOX position timeline

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

OSAIC HOLDINGS, INC. held 12,522 DOX 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 12,522 shares
    Change vs previous 13F +2,462 shares

    <0.01% of the 13F portfolio, value $633,047.

    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 10,060 shares
    Change vs previous 13F +4,584 shares

    <0.01% of the 13F portfolio, value $656,667.

    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 5,476 shares
    Change vs previous 13F -10,837 shares

    <0.01% of the 13F portfolio, value $441,571.

    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 16,313 shares
    Change vs previous 13F -8,765 shares

    <0.01% of the 13F portfolio, value $1,349,032.

    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 25,078 shares
    Change vs previous 13F +11,041 shares

    <0.01% of the 13F portfolio, value $2,292,583.

    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 14,037 shares
    Change vs previous 13F -7,759 shares

    <0.01% of the 13F portfolio, value $1,288,337.

    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 21,796 shares
    Change vs previous 13F -283 shares

    <0.01% of the 13F portfolio, value $1,859,396.

    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 22,079 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,934,780.

    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).