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OSAIC HOLDINGS, INC.: DSEP position timeline

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

OSAIC HOLDINGS, INC. held 81,306 DSEP 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 81,306 shares
    Change vs previous 13F +2,440 shares

    <0.01% of the 13F portfolio, value $3,857,146.

    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 78,866 shares
    Change vs previous 13F -20,660 shares

    0.01% of the 13F portfolio, value $3,466,953.

    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 99,526 shares
    Change vs previous 13F -4,078 shares

    0.01% of the 13F portfolio, value $4,469,626.

    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 103,604 shares
    Change vs previous 13F +12,689 shares

    0.01% of the 13F portfolio, value $4,545,364.

    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 90,915 shares
    Change vs previous 13F -26,522 shares

    0.01% of the 13F portfolio, value $3,853,969.

    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 117,437 shares
    Change vs previous 13F -3,084 shares

    0.01% of the 13F portfolio, value $4,659,807.

    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 120,521 shares
    Change vs previous 13F +16,278 shares

    0.01% of the 13F portfolio, value $4,887,024.

    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 104,243 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,174,931.

    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).