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OSAIC HOLDINGS, INC.: DUK position timeline

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

OSAIC HOLDINGS, INC. held 626,941 DUK 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 626,941 shares
    Change vs previous 13F +55,109 shares

    0.09% of the 13F portfolio, value $79,293,836.

    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 571,832 shares
    Change vs previous 13F +128,383 shares

    0.11% of the 13F portfolio, value $74,801,274.

    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 443,449 shares
    Change vs previous 13F -78,784 shares

    0.08% of the 13F portfolio, value $51,908,682.

    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 522,233 shares
    Change vs previous 13F +43,514 shares

    0.09% of the 13F portfolio, value $64,146,774.

    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 478,719 shares
    Change vs previous 13F +128,400 shares

    0.1% of the 13F portfolio, value $56,845,125.

    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 350,319 shares
    Change vs previous 13F +13,045 shares

    0.1% of the 13F portfolio, value $42,760,332.

    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 337,274 shares
    Change vs previous 13F -9,058 shares

    0.08% of the 13F portfolio, value $35,665,953.

    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 346,332 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $39,958,567.

    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).