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OSAIC HOLDINGS, INC.: AGEN position timeline

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

OSAIC HOLDINGS, INC. held 23,460 AGEN 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 23,460 shares
    Change vs previous 13F +3,446 shares

    <0.01% of the 13F portfolio, value $71,786.

    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 20,014 shares
    Change vs previous 13F -7,125 shares

    <0.01% of the 13F portfolio, value $66,846.

    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 27,139 shares
    Change vs previous 13F -6,826 shares

    <0.01% of the 13F portfolio, value $85,216.

    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 33,965 shares
    Change vs previous 13F +225 shares

    <0.01% of the 13F portfolio, value $140,564.

    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 33,740 shares
    Change vs previous 13F -5,000 shares

    <0.01% of the 13F portfolio, value $154,189.

    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 38,740 shares
    Change vs previous 13F +4,479 shares

    <0.01% of the 13F portfolio, value $58,470.

    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 34,261 shares
    Change vs previous 13F +840 shares

    <0.01% of the 13F portfolio, value $93,873.

    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 33,421 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $183,146.

    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).