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OSAIC HOLDINGS, INC.: AEP position timeline

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

OSAIC HOLDINGS, INC. held 253,646 AEP 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 253,646 shares
    Change vs previous 13F +32,427 shares

    0.04% of the 13F portfolio, value $34,717,143.

    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 221,219 shares
    Change vs previous 13F +9,522 shares

    0.04% of the 13F portfolio, value $29,012,048.

    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 211,697 shares
    Change vs previous 13F -67,569 shares

    0.04% of the 13F portfolio, value $24,424,593.

    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 279,266 shares
    Change vs previous 13F -2,984 shares

    0.04% of the 13F portfolio, value $31,020,834.

    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 282,250 shares
    Change vs previous 13F +10,844 shares

    0.05% of the 13F portfolio, value $29,298,590.

    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 271,406 shares
    Change vs previous 13F +2,835 shares

    0.07% of the 13F portfolio, value $29,667,735.

    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 268,571 shares
    Change vs previous 13F +13,339 shares

    0.05% of the 13F portfolio, value $24,200,551.

    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 255,232 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $26,199,055.

    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).