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OSAIC HOLDINGS, INC.: AMRZ position timeline

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

OSAIC HOLDINGS, INC. held 109,465 AMRZ 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 109,465 shares
    Change vs previous 13F +13,260 shares

    0.01% of the 13F portfolio, value $5,834,470.

    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 96,205 shares
    Change vs previous 13F +6,186 shares

    0.01% of the 13F portfolio, value $5,389,396.

    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 90,019 shares
    Change vs previous 13F +58,145 shares

    0.01% of the 13F portfolio, value $4,868,227.

    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 31,874 shares
    Change vs previous 13F +30,066 shares

    <0.01% of the 13F portfolio, value $1,550,084.

    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 1,808 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $89,586.

    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).