Skip to content
Disclosery

OSAIC HOLDINGS, INC.: PDO position timeline

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

OSAIC HOLDINGS, INC. held 278,158 PDO 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 278,158 shares
    Change vs previous 13F +57,385 shares

    <0.01% of the 13F portfolio, value $3,677,431.

    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 220,773 shares
    Change vs previous 13F -3,159 shares

    <0.01% of the 13F portfolio, value $2,854,733.

    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 223,932 shares
    Change vs previous 13F +50,794 shares

    <0.01% of the 13F portfolio, value $3,099,471.

    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 173,138 shares
    Change vs previous 13F +6,362 shares

    <0.01% of the 13F portfolio, value $2,409,218.

    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 166,776 shares
    Change vs previous 13F +20,326 shares

    <0.01% of the 13F portfolio, value $2,248,364.

    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 146,450 shares
    Change vs previous 13F +27,897 shares

    <0.01% of the 13F portfolio, value $2,032,942.

    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 118,553 shares
    Change vs previous 13F +41,567 shares

    <0.01% of the 13F portfolio, value $1,611,286.

    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 76,986 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,087,031.

    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).