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OSAIC HOLDINGS, INC.: CSRE position timeline

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

OSAIC HOLDINGS, INC. held 372,254 CSRE 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 372,254 shares
    Change vs previous 13F +71,792 shares

    0.01% of the 13F portfolio, value $10,565,029.

    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 300,462 shares
    Change vs previous 13F +100,882 shares

    0.01% of the 13F portfolio, value $7,896,487.

    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 199,580 shares
    Change vs previous 13F +60,488 shares

    0.01% of the 13F portfolio, value $5,092,101.

    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 139,092 shares
    Change vs previous 13F +124,751 shares

    0.01% of the 13F portfolio, value $3,627,136.

    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 14,341 shares
    Change vs previous 13F +11,991 shares

    <0.01% of the 13F portfolio, value $370,017.

    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 2,350 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $59,971.

    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).