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OSAIC HOLDINGS, INC.: AM position timeline

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

OSAIC HOLDINGS, INC. held 51,809 AM 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 51,809 shares
    Change vs previous 13F +20,997 shares

    <0.01% of the 13F portfolio, value $1,178,690.

    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 30,812 shares
    Change vs previous 13F -12,169 shares

    <0.01% of the 13F portfolio, value $702,520.

    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 42,981 shares
    Change vs previous 13F -41,955 shares

    <0.01% of the 13F portfolio, value $764,647.

    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 84,936 shares
    Change vs previous 13F +36,698 shares

    <0.01% of the 13F portfolio, value $1,613,628.

    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 48,238 shares
    Change vs previous 13F -11,152 shares

    <0.01% of the 13F portfolio, value $913,843.

    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 59,390 shares
    Change vs previous 13F -71,603 shares

    <0.01% of the 13F portfolio, value $1,069,043.

    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 130,993 shares
    Change vs previous 13F +8,429 shares

    <0.01% of the 13F portfolio, value $1,976,693.

    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 122,564 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,844,596.

    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).