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OSAIC HOLDINGS, INC.: MDIV position timeline

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

OSAIC HOLDINGS, INC. held 166,781 MDIV 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 166,781 shares
    Change vs previous 13F +7,206 shares

    <0.01% of the 13F portfolio, value $2,756,757.

    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 159,575 shares
    Change vs previous 13F -10,523 shares

    <0.01% of the 13F portfolio, value $2,580,274.

    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 170,098 shares
    Change vs previous 13F +18,087 shares

    <0.01% of the 13F portfolio, value $2,673,906.

    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 152,011 shares
    Change vs previous 13F +13,719 shares

    <0.01% of the 13F portfolio, value $2,463,186.

    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 138,292 shares
    Change vs previous 13F -8,527 shares

    <0.01% of the 13F portfolio, value $2,186,373.

    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 146,819 shares
    Change vs previous 13F -7,813 shares

    0.01% of the 13F portfolio, value $2,400,547.

    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 154,632 shares
    Change vs previous 13F +10,555 shares

    0.01% of the 13F portfolio, value $2,497,274.

    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 144,077 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,395,981.

    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).