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Disclosery

OSAIC HOLDINGS, INC.: AES position timeline

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

OSAIC HOLDINGS, INC. held 141,512 AES 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 141,512 shares
    Change vs previous 13F -965 shares

    <0.01% of the 13F portfolio, value $2,074,567.

    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 142,477 shares
    Change vs previous 13F +61,438 shares

    <0.01% of the 13F portfolio, value $2,007,515.

    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 81,039 shares
    Change vs previous 13F -59,047 shares

    <0.01% of the 13F portfolio, value $1,162,153.

    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 140,086 shares
    Change vs previous 13F +100,344 shares

    <0.01% of the 13F portfolio, value $1,881,174.

    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 39,742 shares
    Change vs previous 13F +9,643 shares

    <0.01% of the 13F portfolio, value $431,351.

    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 30,099 shares
    Change vs previous 13F -10,329 shares

    <0.01% of the 13F portfolio, value $373,843.

    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 40,428 shares
    Change vs previous 13F -61,871 shares

    <0.01% of the 13F portfolio, value $520,341.

    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 102,299 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,052,123.

    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).