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OSAIC HOLDINGS, INC.: AI position timeline

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

OSAIC HOLDINGS, INC. held 45,173 AI 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 45,173 shares
    Change vs previous 13F +3,748 shares

    <0.01% of the 13F portfolio, value $410,592.

    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 41,425 shares
    Change vs previous 13F -11,237 shares

    <0.01% of the 13F portfolio, value $348,778.

    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 52,662 shares
    Change vs previous 13F -24,676 shares

    <0.01% of the 13F portfolio, value $709,864.

    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 77,338 shares
    Change vs previous 13F +6,085 shares

    <0.01% of the 13F portfolio, value $1,316,416.

    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 71,253 shares
    Change vs previous 13F -7,606 shares

    <0.01% of the 13F portfolio, value $1,750,573.

    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 78,859 shares
    Change vs previous 13F +9,227 shares

    <0.01% of the 13F portfolio, value $1,659,869.

    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 69,632 shares
    Change vs previous 13F -14,367 shares

    0.01% of the 13F portfolio, value $2,363,075.

    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 83,999 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,035,056.

    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).