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OSAIC HOLDINGS, INC.: DXYZ position timeline

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

OSAIC HOLDINGS, INC. held 143,517 DXYZ 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 143,517 shares
    Change vs previous 13F +42,695 shares

    <0.01% of the 13F portfolio, value $3,696,871.

    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 100,822 shares
    Change vs previous 13F +58,646 shares

    <0.01% of the 13F portfolio, value $2,699,873.

    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 42,176 shares
    Change vs previous 13F +11,607 shares

    <0.01% of the 13F portfolio, value $1,291,842.

    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 30,569 shares
    Change vs previous 13F +24,339 shares

    <0.01% of the 13F portfolio, value $709,789.

    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 6,230 shares
    Change vs previous 13F +318 shares

    <0.01% of the 13F portfolio, value $237,304.

    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 5,912 shares
    Change vs previous 13F +1,247 shares

    <0.01% of the 13F portfolio, value $209,216.

    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 4,665 shares
    Change vs previous 13F +1,045 shares

    <0.01% of the 13F portfolio, value $274,572.

    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 3,620 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $36,011.

    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).