Osaic Institutions, Inc.

Entity
Company
Business address
538 Preston Avenue, 06450-4858 Meriden, CT
Phone
707-251-2135
State of incorporation
CT
Fiscal year end
December 31
Former names
INFINEX INVESTMENTS, INC. (to 8/14/2023)
Signature 13F
JOHN M KOTH - ADVISORY COMPLIANCE MANAGER
All SEC filings
View on sec.gov
Osaic Institutions, Inc. has filed 52 SEC EDGAR filings since 9/26/2002

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 25, 2025 Jun 30, 2025 028-23275
13F-NT Open Document Open Filing Aug 13, 2025 Jun 30, 2025 028-23275
13F-NT Open Document Open Filing May 14, 2025 Mar 31, 2025 028-23275
X-17A-5 Open Document Open Filing Feb 25, 2025 Dec 31, 2024 008-46661
13F-NT Open Document Open Filing Feb 7, 2025 Dec 31, 2024 028-23275
13F-NT Open Document Open Filing Nov 14, 2024 Sep 30, 2024 028-23275
N-PX Open Document Open Filing Aug 26, 2024 Jun 30, 2024 028-23275
13F-NT Open Document Open Filing Aug 13, 2024 Jun 30, 2024 028-23275
13F-NT Open Document Open Filing May 13, 2024 Mar 31, 2024 028-23275
X-17A-5 Open Document Open Filing Feb 28, 2024 Dec 31, 2023 008-46661
13F-NT Open Document Open Filing Feb 12, 2024 Dec 31, 2023 028-23275
13F-NT Open Document Open Filing Nov 14, 2023 Sep 30, 2023 028-23275
13F-NT Open Document Open Filing Aug 14, 2023 Jun 30, 2023 028-23275
13F-NT Open Document Open Filing May 18, 2023 Mar 31, 2023 028-23275
13F-NT Open Document Open Filing May 18, 2023 Dec 31, 2022 028-23275
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Mar 1, 2023 Dec 31, 2022 008-46661
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Mar 1, 2023 Dec 31, 2022 008-46661
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 25, 2022 Dec 31, 2021 008-46661
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 25, 2022 Dec 31, 2021 008-46661
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Mar 1, 2021 Dec 31, 2020 008-46661
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 27, 2020 Dec 31, 2019 008-46661
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 27, 2020 Dec 31, 2019 008-46661
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Mar 1, 2019 Dec 31, 2018 008-46661
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Mar 1, 2019 Dec 31, 2018 008-46661
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Mar 1, 2018 Dec 31, 2017 008-46661
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Mar 1, 2018 Dec 31, 2017 008-46661
FOCUSN/A Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 28, 2017 Dec 31, 2016 008-46661
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 28, 2017 Dec 31, 2016 008-46661
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 28, 2017 Dec 31, 2016 008-46661
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 29, 2016 Dec 31, 2015 008-46661
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 29, 2016 Dec 31, 2015 008-46661
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 27, 2015 Dec 31, 2014 008-46661
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 27, 2015 Dec 31, 2014 008-46661
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 28, 2014 Dec 31, 2013 008-46661
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT Feb 28, 2014 Dec 31, 2013 008-46661