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OSAIC HOLDINGS, INC.: CGUS position timeline

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

OSAIC HOLDINGS, INC. held 2,545,562 CGUS 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 2,545,562 shares
    Change vs previous 13F +440,779 shares

    0.13% of the 13F portfolio, value $113,238,807.

    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 2,104,783 shares
    Change vs previous 13F -50,503 shares

    0.12% of the 13F portfolio, value $80,873,188.

    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 2,155,286 shares
    Change vs previous 13F +131,662 shares

    0.13% of the 13F portfolio, value $86,717,446.

    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 2,023,624 shares
    Change vs previous 13F +266,349 shares

    0.11% of the 13F portfolio, value $79,152,841.

    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 1,757,275 shares
    Change vs previous 13F +247,785 shares

    0.11% of the 13F portfolio, value $64,400,156.

    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 1,509,490 shares
    Change vs previous 13F +92,350 shares

    0.11% of the 13F portfolio, value $50,421,210.

    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 1,417,140 shares
    Change vs previous 13F -140,253 shares

    0.11% of the 13F portfolio, value $49,559,601.

    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 1,557,393 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $53,388,909.

    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).