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OSAIC HOLDINGS, INC.: CGDV position timeline

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

OSAIC HOLDINGS, INC. held 11,545,200 CGDV 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 11,545,200 shares
    Change vs previous 13F +2,239,681 shares

    0.67% of the 13F portfolio, value $568,994,821.

    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 9,305,519 shares
    Change vs previous 13F +205,343 shares

    0.58% of the 13F portfolio, value $395,877,365.

    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 9,100,176 shares
    Change vs previous 13F +1,112,690 shares

    0.58% of the 13F portfolio, value $397,167,380.

    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 7,987,486 shares
    Change vs previous 13F +1,280,717 shares

    0.47% of the 13F portfolio, value $333,699,900.

    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 6,706,769 shares
    Change vs previous 13F +912,978 shares

    0.47% of the 13F portfolio, value $264,300,058.

    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 5,793,791 shares
    Change vs previous 13F +1,016,306 shares

    0.46% of the 13F portfolio, value $206,507,008.

    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 4,777,485 shares
    Change vs previous 13F +379,279 shares

    0.38% of the 13F portfolio, value $168,462,980.

    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 4,398,206 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $160,276,857.

    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).