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OSAIC HOLDINGS, INC.: APOC position timeline

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

OSAIC HOLDINGS, INC. held 196,336 APOC 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 196,336 shares
    Change vs previous 13F +51,108 shares

    0.01% of the 13F portfolio, value $5,159,641.

    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 145,228 shares
    Change vs previous 13F -912 shares

    0.01% of the 13F portfolio, value $3,709,094.

    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 146,140 shares
    Change vs previous 13F +121,654 shares

    0.01% of the 13F portfolio, value $3,828,973.

    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 24,486 shares
    Change vs previous 13F +2,631 shares

    <0.01% of the 13F portfolio, value $633,692.

    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 21,855 shares
    Change vs previous 13F +3,779 shares

    <0.01% of the 13F portfolio, value $557,739.

    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 18,076 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $453,346.

    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).