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OSAIC HOLDINGS, INC.: DWX position timeline

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

OSAIC HOLDINGS, INC. held 144,636 DWX 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 144,636 shares
    Change vs previous 13F +25,937 shares

    0.01% of the 13F portfolio, value $6,650,007.

    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 118,699 shares
    Change vs previous 13F +24,853 shares

    0.01% of the 13F portfolio, value $5,414,717.

    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 93,846 shares
    Change vs previous 13F +5,551 shares

    0.01% of the 13F portfolio, value $4,125,919.

    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 88,295 shares
    Change vs previous 13F -9,707 shares

    0.01% of the 13F portfolio, value $3,779,029.

    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 98,002 shares
    Change vs previous 13F +41,542 shares

    0.01% of the 13F portfolio, value $4,065,876.

    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 56,460 shares
    Change vs previous 13F +4,934 shares

    <0.01% of the 13F portfolio, value $2,167,076.

    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 51,526 shares
    Change vs previous 13F -102 shares

    <0.01% of the 13F portfolio, value $1,801,949.

    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 51,628 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,983,186.

    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).