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OSAIC HOLDINGS, INC.: ATO position timeline

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

OSAIC HOLDINGS, INC. held 26,415 ATO 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 26,415 shares
    Change vs previous 13F -5,528 shares

    0.01% of the 13F portfolio, value $4,553,445.

    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 31,943 shares
    Change vs previous 13F -3,719 shares

    0.01% of the 13F portfolio, value $5,903,192.

    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 35,662 shares
    Change vs previous 13F +6,734 shares

    0.01% of the 13F portfolio, value $5,980,825.

    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 28,928 shares
    Change vs previous 13F +3,902 shares

    0.01% of the 13F portfolio, value $4,874,478.

    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 25,026 shares
    Change vs previous 13F -2,044 shares

    0.01% of the 13F portfolio, value $3,863,883.

    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 27,070 shares
    Change vs previous 13F +5,475 shares

    0.01% of the 13F portfolio, value $4,192,083.

    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 21,595 shares
    Change vs previous 13F -955 shares

    0.01% of the 13F portfolio, value $2,838,077.

    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 22,550 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,132,074.

    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).