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OSAIC HOLDINGS, INC.: APO position timeline

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

OSAIC HOLDINGS, INC. held 229,239 APO 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 229,239 shares
    Change vs previous 13F +49,833 shares

    0.03% of the 13F portfolio, value $24,449,207.

    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 179,406 shares
    Change vs previous 13F +43,754 shares

    0.03% of the 13F portfolio, value $17,473,450.

    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 135,652 shares
    Change vs previous 13F -3,806 shares

    0.02% of the 13F portfolio, value $16,365,367.

    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 139,458 shares
    Change vs previous 13F +23,218 shares

    0.02% of the 13F portfolio, value $15,847,395.

    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 116,240 shares
    Change vs previous 13F +12,691 shares

    0.03% of the 13F portfolio, value $16,463,249.

    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 103,549 shares
    Change vs previous 13F -9,181 shares

    0.03% of the 13F portfolio, value $14,182,219.

    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 112,730 shares
    Change vs previous 13F +9,301 shares

    0.04% of the 13F portfolio, value $17,174,299.

    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 103,429 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,920,275.

    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).