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OSAIC HOLDINGS, INC.: ASO position timeline

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

OSAIC HOLDINGS, INC. held 6,905 ASO 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 6,905 shares
    Change vs previous 13F -5,201 shares

    <0.01% of the 13F portfolio, value $325,649.

    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 12,106 shares
    Change vs previous 13F -3,705 shares

    <0.01% of the 13F portfolio, value $683,644.

    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 15,811 shares
    Change vs previous 13F -1,696 shares

    <0.01% of the 13F portfolio, value $790,201.

    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 17,507 shares
    Change vs previous 13F +1,072 shares

    <0.01% of the 13F portfolio, value $921,390.

    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 16,435 shares
    Change vs previous 13F +1,609 shares

    <0.01% of the 13F portfolio, value $736,745.

    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 14,826 shares
    Change vs previous 13F +2,537 shares

    <0.01% of the 13F portfolio, value $676,314.

    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 12,289 shares
    Change vs previous 13F -310 shares

    <0.01% of the 13F portfolio, value $707,126.

    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 12,599 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $735,402.

    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).