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OSAIC HOLDINGS, INC.: FDV position timeline

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

OSAIC HOLDINGS, INC. held 332,013 FDV 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 332,013 shares
    Change vs previous 13F -16,557 shares

    0.01% of the 13F portfolio, value $10,426,967.

    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 348,570 shares
    Change vs previous 13F +16,933 shares

    0.02% of the 13F portfolio, value $10,740,701.

    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 331,637 shares
    Change vs previous 13F +20,157 shares

    0.01% of the 13F portfolio, value $9,492,827.

    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 311,480 shares
    Change vs previous 13F +21,958 shares

    0.01% of the 13F portfolio, value $8,897,773.

    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 289,522 shares
    Change vs previous 13F +18,220 shares

    0.01% of the 13F portfolio, value $7,954,355.

    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 271,302 shares
    Change vs previous 13F +42,787 shares

    0.02% of the 13F portfolio, value $7,644,081.

    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 228,515 shares
    Change vs previous 13F +56,603 shares

    0.01% of the 13F portfolio, value $6,082,195.

    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 171,912 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,801,816.

    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).