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Disclosery

OSAIC HOLDINGS, INC.: AU position timeline

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

OSAIC HOLDINGS, INC. held 29,602 AU 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 29,602 shares
    Change vs previous 13F -6,655 shares

    <0.01% of the 13F portfolio, value $2,394,830.

    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 36,257 shares
    Change vs previous 13F +1,959 shares

    0.01% of the 13F portfolio, value $3,530,253.

    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 34,298 shares
    Change vs previous 13F -15,177 shares

    <0.01% of the 13F portfolio, value $2,925,283.

    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 49,475 shares
    Change vs previous 13F +9,188 shares

    <0.01% of the 13F portfolio, value $2,874,506.

    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 40,287 shares
    Change vs previous 13F +13,793 shares

    <0.01% of the 13F portfolio, value $1,835,732.

    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 26,494 shares
    Change vs previous 13F +23,112 shares

    <0.01% of the 13F portfolio, value $983,334.

    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 3,382 shares
    Change vs previous 13F -1,826 shares

    <0.01% of the 13F portfolio, value $78,054.

    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 5,208 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $138,675.

    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).