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OSAIC HOLDINGS, INC.: AGD position timeline

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

OSAIC HOLDINGS, INC. held 136,655 AGD 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 136,655 shares
    Change vs previous 13F -2,444 shares

    <0.01% of the 13F portfolio, value $1,654,894.

    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 139,099 shares
    Change vs previous 13F +8,376 shares

    <0.01% of the 13F portfolio, value $1,502,289.

    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 130,723 shares
    Change vs previous 13F +6,525 shares

    <0.01% of the 13F portfolio, value $1,524,230.

    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 124,198 shares
    Change vs previous 13F -3,147 shares

    <0.01% of the 13F portfolio, value $1,496,427.

    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 127,345 shares
    Change vs previous 13F +12,416 shares

    <0.01% of the 13F portfolio, value $1,405,888.

    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 114,929 shares
    Change vs previous 13F +22,221 shares

    <0.01% of the 13F portfolio, value $1,144,689.

    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 92,708 shares
    Change vs previous 13F -2,537 shares

    <0.01% of the 13F portfolio, value $908,534.

    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 95,245 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,011,494.

    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).