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OSAIC HOLDINGS, INC.: AOR position timeline

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

OSAIC HOLDINGS, INC. held 216,818 AOR 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 216,818 shares
    Change vs previous 13F +69,717 shares

    0.02% of the 13F portfolio, value $15,071,061.

    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 147,101 shares
    Change vs previous 13F -5,950 shares

    0.01% of the 13F portfolio, value $9,466,994.

    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 153,051 shares
    Change vs previous 13F +13,000 shares

    0.01% of the 13F portfolio, value $9,951,859.

    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 140,051 shares
    Change vs previous 13F -69,515 shares

    0.01% of the 13F portfolio, value $8,940,363.

    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 209,566 shares
    Change vs previous 13F +75,371 shares

    0.02% of the 13F portfolio, value $12,900,540.

    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 134,195 shares
    Change vs previous 13F +52,525 shares

    0.02% of the 13F portfolio, value $7,726,763.

    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 81,670 shares
    Change vs previous 13F -3,044 shares

    0.01% of the 13F portfolio, value $4,681,883.

    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 84,714 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,019,026.

    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).