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OSAIC HOLDINGS, INC.: AIQ position timeline

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

OSAIC HOLDINGS, INC. held 596,671 AIQ 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 596,671 shares
    Change vs previous 13F +80,421 shares

    0.05% of the 13F portfolio, value $39,149,358.

    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 516,250 shares
    Change vs previous 13F -15,766 shares

    0.04% of the 13F portfolio, value $24,093,839.

    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 532,016 shares
    Change vs previous 13F -7,888 shares

    0.04% of the 13F portfolio, value $27,059,152.

    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 539,904 shares
    Change vs previous 13F +144,053 shares

    0.04% of the 13F portfolio, value $25,096,726.

    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 395,851 shares
    Change vs previous 13F +62,013 shares

    0.03% of the 13F portfolio, value $17,155,934.

    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 333,838 shares
    Change vs previous 13F +133,632 shares

    0.03% of the 13F portfolio, value $12,145,529.

    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 200,206 shares
    Change vs previous 13F +45,130 shares

    0.02% of the 13F portfolio, value $7,736,177.

    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 155,076 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,764,217.

    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).