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OSAIC HOLDINGS, INC.: APIE position timeline

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

OSAIC HOLDINGS, INC. held 214,856 APIE 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 214,856 shares
    Change vs previous 13F -361 shares

    0.01% of the 13F portfolio, value $8,328,423.

    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 215,217 shares
    Change vs previous 13F -37,365 shares

    0.01% of the 13F portfolio, value $7,586,903.

    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 252,582 shares
    Change vs previous 13F -287 shares

    0.01% of the 13F portfolio, value $8,969,783.

    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 252,869 shares
    Change vs previous 13F -3,990 shares

    0.01% of the 13F portfolio, value $8,949,408.

    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 256,859 shares
    Change vs previous 13F +231,380 shares

    0.02% of the 13F portfolio, value $8,558,615.

    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 25,479 shares
    Change vs previous 13F -90,530 shares

    <0.01% of the 13F portfolio, value $766,004.

    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 116,009 shares
    Change vs previous 13F -10,176 shares

    0.01% of the 13F portfolio, value $3,250,578.

    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 126,185 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,878,926.

    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).