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OSAIC HOLDINGS, INC.: AER position timeline

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

OSAIC HOLDINGS, INC. held 26,141 AER 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 26,141 shares
    Change vs previous 13F +2,235 shares

    <0.01% of the 13F portfolio, value $3,811,043.

    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 23,906 shares
    Change vs previous 13F +1,948 shares

    <0.01% of the 13F portfolio, value $3,279,781.

    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 21,958 shares
    Change vs previous 13F -291 shares

    <0.01% of the 13F portfolio, value $3,157,068.

    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 22,249 shares
    Change vs previous 13F +2,368 shares

    <0.01% of the 13F portfolio, value $2,732,331.

    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 19,881 shares
    Change vs previous 13F +193 shares

    <0.01% of the 13F portfolio, value $2,323,949.

    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 19,688 shares
    Change vs previous 13F -10,238 shares

    <0.01% of the 13F portfolio, value $2,011,738.

    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 29,926 shares
    Change vs previous 13F +3,641 shares

    0.01% of the 13F portfolio, value $2,863,844.

    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 26,285 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,489,743.

    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).