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OSAIC HOLDINGS, INC.: AXP position timeline

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

OSAIC HOLDINGS, INC. held 309,203 AXP 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 309,203 shares
    Change vs previous 13F +9,637 shares

    0.12% of the 13F portfolio, value $104,650,708.

    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 299,566 shares
    Change vs previous 13F +18,785 shares

    0.13% of the 13F portfolio, value $90,653,494.

    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 280,781 shares
    Change vs previous 13F -2,744 shares

    0.15% of the 13F portfolio, value $103,933,489.

    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 283,525 shares
    Change vs previous 13F +56,292 shares

    0.13% of the 13F portfolio, value $94,502,385.

    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 227,233 shares
    Change vs previous 13F +25,300 shares

    0.13% of the 13F portfolio, value $72,522,810.

    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 201,933 shares
    Change vs previous 13F +13,015 shares

    0.12% of the 13F portfolio, value $54,363,771.

    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 188,918 shares
    Change vs previous 13F +15,601 shares

    0.1% of the 13F portfolio, value $45,264,397.

    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 173,317 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $47,025,981.

    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).