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OSAIC HOLDINGS, INC.: AGG position timeline

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

OSAIC HOLDINGS, INC. held 2,372,924 AGG 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 2,372,924 shares
    Change vs previous 13F +203,482 shares

    0.28% of the 13F portfolio, value $234,919,233.

    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 2,169,442 shares
    Change vs previous 13F +181,260 shares

    0.32% of the 13F portfolio, value $215,391,946.

    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 1,988,182 shares
    Change vs previous 13F +98,081 shares

    0.29% of the 13F portfolio, value $198,619,036.

    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 1,890,101 shares
    Change vs previous 13F +93,058 shares

    0.26% of the 13F portfolio, value $189,129,173.

    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 1,797,043 shares
    Change vs previous 13F +132,879 shares

    0.32% of the 13F portfolio, value $178,286,937.

    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 1,664,164 shares
    Change vs previous 13F +454,118 shares

    0.37% of the 13F portfolio, value $164,652,387.

    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 1,210,046 shares
    Change vs previous 13F -31,894 shares

    0.26% of the 13F portfolio, value $115,143,666.

    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 1,241,940 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $125,800,290.

    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).