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Disclosery

OSAIC HOLDINGS, INC.: AG position timeline

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

OSAIC HOLDINGS, INC. held 162,998 AG 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 162,998 shares
    Change vs previous 13F +12,898 shares

    <0.01% of the 13F portfolio, value $2,764,475.

    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 150,100 shares
    Change vs previous 13F +89,485 shares

    <0.01% of the 13F portfolio, value $3,224,210.

    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 60,615 shares
    Change vs previous 13F +22,180 shares

    <0.01% of the 13F portfolio, value $1,009,859.

    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 38,435 shares
    Change vs previous 13F +5,673 shares

    <0.01% of the 13F portfolio, value $393,773.

    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 32,762 shares
    Change vs previous 13F -8,547 shares

    <0.01% of the 13F portfolio, value $270,939.

    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 41,309 shares
    Change vs previous 13F +1,795 shares

    <0.01% of the 13F portfolio, value $276,354.

    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 39,514 shares
    Change vs previous 13F +2,774 shares

    <0.01% of the 13F portfolio, value $216,919.

    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 36,740 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $220,441.

    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).