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OSAIC HOLDINGS, INC.: MGEE position timeline

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

OSAIC HOLDINGS, INC. held 30,480 MGEE 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 30,480 shares
    Change vs previous 13F +13,039 shares

    <0.01% of the 13F portfolio, value $2,485,656.

    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 17,441 shares
    Change vs previous 13F -9,157 shares

    <0.01% of the 13F portfolio, value $1,348,135.

    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 26,598 shares
    Change vs previous 13F -7,881 shares

    <0.01% of the 13F portfolio, value $2,086,205.

    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 34,479 shares
    Change vs previous 13F +2,980 shares

    <0.01% of the 13F portfolio, value $2,916,656.

    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 31,499 shares
    Change vs previous 13F +14,415 shares

    <0.01% of the 13F portfolio, value $2,786,224.

    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 17,084 shares
    Change vs previous 13F +5,324 shares

    <0.01% of the 13F portfolio, value $1,588,659.

    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 11,760 shares
    Change vs previous 13F -680 shares

    <0.01% of the 13F portfolio, value $1,105,186.

    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 12,440 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,137,960.

    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).