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OSAIC HOLDINGS, INC.: DSI position timeline

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

OSAIC HOLDINGS, INC. held 174,483 DSI 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 174,483 shares
    Change vs previous 13F +46,125 shares

    0.03% of the 13F portfolio, value $24,849,868.

    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 128,358 shares
    Change vs previous 13F -28,414 shares

    0.02% of the 13F portfolio, value $15,562,026.

    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 156,772 shares
    Change vs previous 13F -10,052 shares

    0.03% of the 13F portfolio, value $20,201,937.

    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 166,824 shares
    Change vs previous 13F -2,073 shares

    0.03% of the 13F portfolio, value $20,768,658.

    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 168,897 shares
    Change vs previous 13F +98 shares

    0.03% of the 13F portfolio, value $19,524,363.

    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 168,799 shares
    Change vs previous 13F -69,845 shares

    0.04% of the 13F portfolio, value $17,291,124.

    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 238,644 shares
    Change vs previous 13F +3,324 shares

    0.06% of the 13F portfolio, value $26,314,112.

    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 235,320 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $25,603,998.

    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).