OSAIC HOLDINGS, INC.: APEI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on APEI, newest first. How the timeline and the estimate are built.
OSAIC HOLDINGS, INC. held 331 APEI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 331 sharesChange vs previous 13F -72 shares
<0.01% of the 13F portfolio, value $17,775.
13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 403 sharesChange vs previous 13F -239 shares
<0.01% of the 13F portfolio, value $22,923.
13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 642 sharesChange vs previous 13F -212 shares
<0.01% of the 13F portfolio, value $24,268.
13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 854 sharesChange vs previous 13F -408 shares
<0.01% of the 13F portfolio, value $31,849.
13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 1,262 sharesChange vs previous 13F +1,241 shares
<0.01% of the 13F portfolio, value $38,441.
13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21 sharesChange vs previous 13F -499 shares
<0.01% of the 13F portfolio, value $469.
13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 520 sharesChange vs previous 13F +212 shares
<0.01% of the 13F portfolio, value $11,215.
13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 308 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $4,543.
13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).