Skip to content

OSAIC HOLDINGS, INC.: ARE position timeline

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

OSAIC HOLDINGS, INC. held 48,708 ARE 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 48,708 shares
    Change vs previous 13F -4,702 shares

    <0.01% of the 13F portfolio, value $2,574,458.

    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 53,410 shares
    Change vs previous 13F -215 shares

    <0.01% of the 13F portfolio, value $2,479,341.

    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 53,625 shares
    Change vs previous 13F -1,444 shares

    <0.01% of the 13F portfolio, value $2,624,643.

    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 55,069 shares
    Change vs previous 13F +86 shares

    0.01% of the 13F portfolio, value $4,591,973.

    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 54,983 shares
    Change vs previous 13F +1,299 shares

    0.01% of the 13F portfolio, value $3,994,773.

    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 53,684 shares
    Change vs previous 13F +45,200 shares

    0.01% of the 13F portfolio, value $4,967,457.

    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 8,484 shares
    Change vs previous 13F +1,852 shares

    <0.01% of the 13F portfolio, value $828,519.

    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 6,632 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $788,267.

    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).