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OSAIC HOLDINGS, INC.: FDLO position timeline

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

OSAIC HOLDINGS, INC. held 121,023 FDLO 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 121,023 shares
    Change vs previous 13F +38,494 shares

    0.01% of the 13F portfolio, value $8,274,579.

    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 82,529 shares
    Change vs previous 13F -47,587 shares

    0.01% of the 13F portfolio, value $5,333,838.

    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 130,116 shares
    Change vs previous 13F +517 shares

    0.01% of the 13F portfolio, value $8,689,765.

    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 129,599 shares
    Change vs previous 13F +10,791 shares

    0.01% of the 13F portfolio, value $8,496,109.

    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 118,808 shares
    Change vs previous 13F -34,554 shares

    0.01% of the 13F portfolio, value $7,465,816.

    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 153,362 shares
    Change vs previous 13F +36,092 shares

    0.02% of the 13F portfolio, value $9,300,731.

    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 117,270 shares
    Change vs previous 13F -724 shares

    0.02% of the 13F portfolio, value $7,108,321.

    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 117,994 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,241,836.

    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).