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OSAIC HOLDINGS, INC.: AFRM position timeline

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

OSAIC HOLDINGS, INC. held 133,893 AFRM 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 133,893 shares
    Change vs previous 13F +100,315 shares

    0.01% of the 13F portfolio, value $10,918,928.

    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 33,578 shares
    Change vs previous 13F -25,715 shares

    <0.01% of the 13F portfolio, value $1,538,483.

    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 59,293 shares
    Change vs previous 13F -16,130 shares

    0.01% of the 13F portfolio, value $4,413,222.

    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 75,423 shares
    Change vs previous 13F -117 shares

    0.01% of the 13F portfolio, value $6,304,247.

    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 75,540 shares
    Change vs previous 13F -8,648 shares

    0.01% of the 13F portfolio, value $5,221,980.

    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 84,188 shares
    Change vs previous 13F +23,370 shares

    0.01% of the 13F portfolio, value $3,804,391.

    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 60,818 shares
    Change vs previous 13F -6,383 shares

    0.01% of the 13F portfolio, value $3,681,390.

    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 67,201 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,742,959.

    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).