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OSAIC HOLDINGS, INC.: DVY position timeline

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

OSAIC HOLDINGS, INC. held 497,660 DVY 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 497,660 shares
    Change vs previous 13F +12,346 shares

    0.09% of the 13F portfolio, value $77,817,507.

    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 485,314 shares
    Change vs previous 13F +103,756 shares

    0.11% of the 13F portfolio, value $73,510,192.

    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 381,558 shares
    Change vs previous 13F -55,956 shares

    0.08% of the 13F portfolio, value $53,882,471.

    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 437,514 shares
    Change vs previous 13F +85,470 shares

    0.09% of the 13F portfolio, value $62,120,197.

    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 352,044 shares
    Change vs previous 13F +49,367 shares

    0.08% of the 13F portfolio, value $46,831,196.

    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 302,677 shares
    Change vs previous 13F +49,545 shares

    0.09% of the 13F portfolio, value $40,675,446.

    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 253,132 shares
    Change vs previous 13F -43,210 shares

    0.07% of the 13F portfolio, value $33,253,979.

    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 296,342 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $40,046,458.

    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).