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OSAIC HOLDINGS, INC.: AEE position timeline

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

OSAIC HOLDINGS, INC. held 42,812 AEE 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 42,812 shares
    Change vs previous 13F +7,461 shares

    0.01% of the 13F portfolio, value $4,840,500.

    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 35,351 shares
    Change vs previous 13F -2,563 shares

    0.01% of the 13F portfolio, value $3,886,559.

    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 37,914 shares
    Change vs previous 13F +1,314 shares

    0.01% of the 13F portfolio, value $3,786,949.

    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 36,600 shares
    Change vs previous 13F +553 shares

    0.01% of the 13F portfolio, value $3,702,266.

    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 36,047 shares
    Change vs previous 13F +3,175 shares

    0.01% of the 13F portfolio, value $3,462,742.

    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 32,872 shares
    Change vs previous 13F -2,041 shares

    0.01% of the 13F portfolio, value $3,301,180.

    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 34,913 shares
    Change vs previous 13F +622 shares

    0.01% of the 13F portfolio, value $3,041,181.

    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 34,291 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,999,430.

    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).