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OSAIC HOLDINGS, INC.: AGEM position timeline

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

OSAIC HOLDINGS, INC. held 31,035 AGEM 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 31,035 shares
    Change vs previous 13F +4,127 shares

    <0.01% of the 13F portfolio, value $1,532,697.

    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 26,908 shares
    Change vs previous 13F +1,192 shares

    <0.01% of the 13F portfolio, value $1,091,609.

    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 25,716 shares
    Change vs previous 13F +13,672 shares

    <0.01% of the 13F portfolio, value $987,309.

    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 12,044 shares
    Change vs previous 13F +2,947 shares

    <0.01% of the 13F portfolio, value $446,583.

    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 9,097 shares
    Change vs previous 13F +8,179 shares

    <0.01% of the 13F portfolio, value $300,936.

    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 918 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $26,769.

    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).