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OSAIC HOLDINGS, INC.: APAM position timeline

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

OSAIC HOLDINGS, INC. held 50,288 APAM 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 50,288 shares
    Change vs previous 13F +6,778 shares

    <0.01% of the 13F portfolio, value $1,737,756.

    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 43,510 shares
    Change vs previous 13F -3,161 shares

    <0.01% of the 13F portfolio, value $1,584,405.

    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 46,671 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $1,902,966.

    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 46,678 shares
    Change vs previous 13F -1,428 shares

    <0.01% of the 13F portfolio, value $2,044,714.

    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 48,106 shares
    Change vs previous 13F +34,231 shares

    <0.01% of the 13F portfolio, value $2,133,931.

    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 13,875 shares
    Change vs previous 13F -11,169 shares

    <0.01% of the 13F portfolio, value $542,812.

    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 25,044 shares
    Change vs previous 13F -1,660 shares

    <0.01% of the 13F portfolio, value $1,078,473.

    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 26,704 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,157,075.

    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).