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OSAIC HOLDINGS, INC.: AZO position timeline

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

OSAIC HOLDINGS, INC. held 3,788 AZO 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 3,788 shares
    Change vs previous 13F +367 shares

    0.01% of the 13F portfolio, value $12,119,986.

    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 3,421 shares
    Change vs previous 13F -2,197 shares

    0.02% of the 13F portfolio, value $11,572,109.

    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 5,618 shares
    Change vs previous 13F -129 shares

    0.03% of the 13F portfolio, value $19,073,600.

    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 5,747 shares
    Change vs previous 13F +1,087 shares

    0.03% of the 13F portfolio, value $24,411,529.

    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 4,660 shares
    Change vs previous 13F -796 shares

    0.03% of the 13F portfolio, value $17,308,086.

    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 5,456 shares
    Change vs previous 13F -12,604 shares

    0.05% of the 13F portfolio, value $20,806,549.

    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 18,060 shares
    Change vs previous 13F +12,186 shares

    0.04% of the 13F portfolio, value $16,819,980.

    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 5,874 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $18,506,720.

    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).