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OSAIC HOLDINGS, INC.: FDIS position timeline

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

OSAIC HOLDINGS, INC. held 88,600 FDIS 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 88,600 shares
    Change vs previous 13F +46,679 shares

    0.01% of the 13F portfolio, value $9,135,282.

    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 41,921 shares
    Change vs previous 13F -37,118 shares

    0.01% of the 13F portfolio, value $3,920,157.

    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 79,039 shares
    Change vs previous 13F -31,100 shares

    0.01% of the 13F portfolio, value $8,097,956.

    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 110,139 shares
    Change vs previous 13F +8,531 shares

    0.02% of the 13F portfolio, value $11,343,671.

    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 101,608 shares
    Change vs previous 13F +33,033 shares

    0.02% of the 13F portfolio, value $9,504,085.

    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 68,575 shares
    Change vs previous 13F -42,405 shares

    0.01% of the 13F portfolio, value $5,809,870.

    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 110,980 shares
    Change vs previous 13F +837 shares

    0.02% of the 13F portfolio, value $10,830,867.

    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 110,143 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,754,076.

    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).