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OSAIC HOLDINGS, INC.: APUE position timeline

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

OSAIC HOLDINGS, INC. held 404,246 APUE 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 404,246 shares
    Change vs previous 13F +1,802 shares

    0.02% of the 13F portfolio, value $18,676,693.

    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 402,444 shares
    Change vs previous 13F -34,256 shares

    0.02% of the 13F portfolio, value $16,130,312.

    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 436,700 shares
    Change vs previous 13F -10,492 shares

    0.03% of the 13F portfolio, value $18,197,758.

    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 447,192 shares
    Change vs previous 13F +485 shares

    0.03% of the 13F portfolio, value $18,169,973.

    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 446,707 shares
    Change vs previous 13F +410,125 shares

    0.03% of the 13F portfolio, value $16,796,297.

    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 36,582 shares
    Change vs previous 13F -152,621 shares

    <0.01% of the 13F portfolio, value $1,243,180.

    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 189,203 shares
    Change vs previous 13F -31,604 shares

    0.02% of the 13F portfolio, value $6,765,921.

    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 220,807 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,781,243.

    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).