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Disclosery

OSAIC HOLDINGS, INC.: ARI position timeline

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

OSAIC HOLDINGS, INC. held 96,361 ARI 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 96,361 shares
    Change vs previous 13F +4,403 shares

    <0.01% of the 13F portfolio, value $1,029,153.

    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 91,958 shares
    Change vs previous 13F +16,939 shares

    <0.01% of the 13F portfolio, value $971,100.

    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 75,019 shares
    Change vs previous 13F +159 shares

    <0.01% of the 13F portfolio, value $726,199.

    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 74,860 shares
    Change vs previous 13F +8,776 shares

    <0.01% of the 13F portfolio, value $787,421.

    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 66,084 shares
    Change vs previous 13F +3,325 shares

    <0.01% of the 13F portfolio, value $639,692.

    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 62,759 shares
    Change vs previous 13F -24,231 shares

    <0.01% of the 13F portfolio, value $600,617.

    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 86,990 shares
    Change vs previous 13F +5,561 shares

    <0.01% of the 13F portfolio, value $753,378.

    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 81,429 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $748,440.

    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).