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Disclosery

OSAIC HOLDINGS, INC.: AUGM position timeline

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

OSAIC HOLDINGS, INC. held 11,060 AUGM 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 11,060 shares
    Change vs previous 13F +7,000 shares

    <0.01% of the 13F portfolio, value $387,653.

    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 4,060 shares
    Change vs previous 13F -7,000 shares

    <0.01% of the 13F portfolio, value $137,524.

    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 11,060 shares
    Change vs previous 13F -250 shares

    <0.01% of the 13F portfolio, value $376,359.

    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 11,310 shares
    Change vs previous 13F +6,997 shares

    <0.01% of the 13F portfolio, value $380,330.

    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 4,313 shares
    Change vs previous 13F -7,950 shares

    <0.01% of the 13F portfolio, value $141,768.

    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 12,263 shares
    Change vs previous 13F +4,313 shares

    <0.01% of the 13F portfolio, value $388,699.

    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 7,950 shares
    Change vs previous 13F -400 shares

    <0.01% of the 13F portfolio, value $253,287.

    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 8,350 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $263,716.

    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).