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OSAIC HOLDINGS, INC.: RDVI position timeline

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

OSAIC HOLDINGS, INC. held 2,487,340 RDVI 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 2,487,340 shares
    Change vs previous 13F +305,614 shares

    0.09% of the 13F portfolio, value $73,133,485.

    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 2,181,726 shares
    Change vs previous 13F +87,573 shares

    0.08% of the 13F portfolio, value $55,746,414.

    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 2,094,153 shares
    Change vs previous 13F +613,273 shares

    0.08% of the 13F portfolio, value $54,954,539.

    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 1,480,880 shares
    Change vs previous 13F +274,434 shares

    0.05% of the 13F portfolio, value $37,949,393.

    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 1,206,446 shares
    Change vs previous 13F +34,486 shares

    0.05% of the 13F portfolio, value $29,812,132.

    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 1,171,960 shares
    Change vs previous 13F +60,791 shares

    0.06% of the 13F portfolio, value $27,800,181.

    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 1,111,169 shares
    Change vs previous 13F -328,672 shares

    0.06% of the 13F portfolio, value $26,936,764.

    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 1,439,841 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $35,479,432.

    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).