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OSAIC HOLDINGS, INC.: PDI position timeline

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

OSAIC HOLDINGS, INC. held 1,829,861 PDI 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 1,829,861 shares
    Change vs previous 13F +250,209 shares

    0.04% of the 13F portfolio, value $30,558,899.

    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 1,579,652 shares
    Change vs previous 13F +143,827 shares

    0.04% of the 13F portfolio, value $27,027,805.

    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 1,435,825 shares
    Change vs previous 13F +142,451 shares

    0.04% of the 13F portfolio, value $25,436,541.

    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 1,293,374 shares
    Change vs previous 13F +182 shares

    0.04% of the 13F portfolio, value $25,460,734.

    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 1,293,192 shares
    Change vs previous 13F +110,179 shares

    0.04% of the 13F portfolio, value $24,532,156.

    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 1,183,013 shares
    Change vs previous 13F +133,904 shares

    0.05% of the 13F portfolio, value $23,424,084.

    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 1,049,109 shares
    Change vs previous 13F +40,220 shares

    0.04% of the 13F portfolio, value $19,240,764.

    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 1,008,889 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $20,450,330.

    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).