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OSAIC HOLDINGS, INC.: FDL position timeline

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

OSAIC HOLDINGS, INC. held 1,732,826 FDL 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 1,732,826 shares
    Change vs previous 13F +243,460 shares

    0.1% of the 13F portfolio, value $84,325,572.

    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 1,489,366 shares
    Change vs previous 13F -7,772 shares

    0.11% of the 13F portfolio, value $75,664,813.

    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 1,497,138 shares
    Change vs previous 13F -53,344 shares

    0.1% of the 13F portfolio, value $66,387,933.

    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 1,550,482 shares
    Change vs previous 13F +58,354 shares

    0.1% of the 13F portfolio, value $68,730,303.

    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 1,492,128 shares
    Change vs previous 13F +388,747 shares

    0.11% of the 13F portfolio, value $62,480,777.

    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 1,103,381 shares
    Change vs previous 13F -22,460 shares

    0.11% of the 13F portfolio, value $47,936,410.

    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 1,125,841 shares
    Change vs previous 13F -136,430 shares

    0.1% of the 13F portfolio, value $45,331,624.

    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 1,262,271 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $52,955,328.

    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).