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OSAIC HOLDINGS, INC.: AIZ position timeline

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

OSAIC HOLDINGS, INC. held 3,415 AIZ 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 3,415 shares
    Change vs previous 13F -4,941 shares

    <0.01% of the 13F portfolio, value $917,171.

    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 8,356 shares
    Change vs previous 13F +94 shares

    <0.01% of the 13F portfolio, value $1,820,260.

    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 8,262 shares
    Change vs previous 13F -22,456 shares

    <0.01% of the 13F portfolio, value $1,990,116.

    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 30,718 shares
    Change vs previous 13F -18,331 shares

    0.01% of the 13F portfolio, value $6,653,356.

    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 49,049 shares
    Change vs previous 13F +46,397 shares

    0.02% of the 13F portfolio, value $10,265,481.

    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 2,652 shares
    Change vs previous 13F -22,152 shares

    <0.01% of the 13F portfolio, value $556,435.

    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 24,804 shares
    Change vs previous 13F +4,839 shares

    0.01% of the 13F portfolio, value $4,152,468.

    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 19,965 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,970,393.

    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).