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OSAIC HOLDINGS, INC.: FIDI position timeline

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

OSAIC HOLDINGS, INC. held 90,703 FIDI 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 90,703 shares
    Change vs previous 13F +30,234 shares

    <0.01% of the 13F portfolio, value $2,483,488.

    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 60,469 shares
    Change vs previous 13F -66,690 shares

    <0.01% of the 13F portfolio, value $1,669,902.

    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 127,159 shares
    Change vs previous 13F +11,147 shares

    <0.01% of the 13F portfolio, value $3,295,864.

    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 116,012 shares
    Change vs previous 13F +7,440 shares

    <0.01% of the 13F portfolio, value $2,827,290.

    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 108,572 shares
    Change vs previous 13F +4,684 shares

    <0.01% of the 13F portfolio, value $2,529,753.

    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 103,888 shares
    Change vs previous 13F +1,133 shares

    <0.01% of the 13F portfolio, value $2,228,339.

    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 102,755 shares
    Change vs previous 13F -675 shares

    <0.01% of the 13F portfolio, value $2,004,533.

    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 103,430 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,251,625.

    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).