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OSAIC HOLDINGS, INC.: DVLU position timeline

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

OSAIC HOLDINGS, INC. held 199,387 DVLU 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 199,387 shares
    Change vs previous 13F +17,030 shares

    0.01% of the 13F portfolio, value $7,909,938.

    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 182,357 shares
    Change vs previous 13F +6,709 shares

    0.01% of the 13F portfolio, value $6,240,275.

    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 175,648 shares
    Change vs previous 13F +17,450 shares

    0.01% of the 13F portfolio, value $6,279,806.

    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 158,198 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,308,836.

    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).