Skip to content
Disclosery

OSAIC HOLDINGS, INC.: AESI position timeline

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

OSAIC HOLDINGS, INC. held 1,098 AESI 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 1,098 shares
    Change vs previous 13F +128 shares

    <0.01% of the 13F portfolio, value $18,237.

    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 970 shares
    Change vs previous 13F -486 shares

    <0.01% of the 13F portfolio, value $12,725.

    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 1,456 shares
    Change vs previous 13F -9,912 shares

    <0.01% of the 13F portfolio, value $13,714.

    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 11,368 shares
    Change vs previous 13F -520 shares

    <0.01% of the 13F portfolio, value $133,095.

    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 11,888 shares
    Change vs previous 13F +1,989 shares

    <0.01% of the 13F portfolio, value $158,941.

    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 9,899 shares
    Change vs previous 13F -816 shares

    <0.01% of the 13F portfolio, value $176,597.

    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 10,715 shares
    Change vs previous 13F +10,073 shares

    <0.01% of the 13F portfolio, value $237,662.

    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 642 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,991.

    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).