Skip to content
Disclosery

OSAIC HOLDINGS, INC.: AX position timeline

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

OSAIC HOLDINGS, INC. held 4,924 AX 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 4,924 shares
    Change vs previous 13F +1,517 shares

    <0.01% of the 13F portfolio, value $479,543.

    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 3,407 shares
    Change vs previous 13F -1,522 shares

    <0.01% of the 13F portfolio, value $289,898.

    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 4,929 shares
    Change vs previous 13F -357 shares

    <0.01% of the 13F portfolio, value $424,679.

    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 5,286 shares
    Change vs previous 13F +441 shares

    <0.01% of the 13F portfolio, value $471,209.

    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 4,845 shares
    Change vs previous 13F -235 shares

    <0.01% of the 13F portfolio, value $368,486.

    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 5,080 shares
    Change vs previous 13F +1,065 shares

    <0.01% of the 13F portfolio, value $327,824.

    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 4,015 shares
    Change vs previous 13F -694 shares

    <0.01% of the 13F portfolio, value $280,510.

    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 4,709 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $296,163.

    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).