Skip to content
Disclosery

OSAIC HOLDINGS, INC.: AGI position timeline

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

OSAIC HOLDINGS, INC. held 25,460 AGI 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 25,460 shares
    Change vs previous 13F +7,637 shares

    <0.01% of the 13F portfolio, value $772,061.

    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 17,823 shares
    Change vs previous 13F -2,214 shares

    <0.01% of the 13F portfolio, value $791,419.

    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 20,037 shares
    Change vs previous 13F -394 shares

    <0.01% of the 13F portfolio, value $773,780.

    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 20,431 shares
    Change vs previous 13F +2,487 shares

    <0.01% of the 13F portfolio, value $675,763.

    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 17,944 shares
    Change vs previous 13F -3,052 shares

    <0.01% of the 13F portfolio, value $476,467.

    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 20,996 shares
    Change vs previous 13F -11,242 shares

    <0.01% of the 13F portfolio, value $561,226.

    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 32,238 shares
    Change vs previous 13F +4,006 shares

    <0.01% of the 13F portfolio, value $594,454.

    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 28,232 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $563,152.

    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).