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OSAIC HOLDINGS, INC.: PDM position timeline

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

OSAIC HOLDINGS, INC. held 45,341 PDM 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 45,341 shares
    Change vs previous 13F +15,213 shares

    <0.01% of the 13F portfolio, value $414,930.

    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 30,128 shares
    Change vs previous 13F -19,371 shares

    <0.01% of the 13F portfolio, value $197,954.

    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 49,499 shares
    Change vs previous 13F +4,771 shares

    <0.01% of the 13F portfolio, value $412,865.

    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 44,728 shares
    Change vs previous 13F -394 shares

    <0.01% of the 13F portfolio, value $390,589.

    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 45,122 shares
    Change vs previous 13F +512 shares

    <0.01% of the 13F portfolio, value $328,995.

    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 44,610 shares
    Change vs previous 13F +4,635 shares

    <0.01% of the 13F portfolio, value $328,794.

    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 39,975 shares
    Change vs previous 13F +8,803 shares

    <0.01% of the 13F portfolio, value $365,803.

    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 31,172 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $314,871.

    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).