Skip to content
Disclosery

OSAIC HOLDINGS, INC.: HDV position timeline

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

OSAIC HOLDINGS, INC. held 2,088,507 HDV 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 2,088,507 shares
    Change vs previous 13F +1,718,478 shares

    0.07% of the 13F portfolio, value $57,248,904.

    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 370,029 shares
    Change vs previous 13F -7,505 shares

    0.07% of the 13F portfolio, value $50,235,016.

    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 377,534 shares
    Change vs previous 13F +29,019 shares

    0.07% of the 13F portfolio, value $45,928,858.

    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 348,515 shares
    Change vs previous 13F +16,262 shares

    0.06% of the 13F portfolio, value $42,888,849.

    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 332,253 shares
    Change vs previous 13F -8,314 shares

    0.07% of the 13F portfolio, value $38,949,711.

    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 340,567 shares
    Change vs previous 13F +87,033 shares

    0.09% of the 13F portfolio, value $41,265,772.

    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 253,534 shares
    Change vs previous 13F -186,617 shares

    0.06% of the 13F portfolio, value $28,475,960.

    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 440,151 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $51,786,448.

    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).