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OSAIC HOLDINGS, INC.: CWB position timeline

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

OSAIC HOLDINGS, INC. held 160,012 CWB 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 160,012 shares
    Change vs previous 13F +11,240 shares

    0.02% of the 13F portfolio, value $17,258,720.

    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 148,772 shares
    Change vs previous 13F -19,055 shares

    0.02% of the 13F portfolio, value $13,618,764.

    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 167,827 shares
    Change vs previous 13F -175,249 shares

    0.02% of the 13F portfolio, value $14,975,550.

    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 343,076 shares
    Change vs previous 13F +160,733 shares

    0.04% of the 13F portfolio, value $30,673,748.

    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 182,343 shares
    Change vs previous 13F -32,849 shares

    0.03% of the 13F portfolio, value $15,073,590.

    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 215,192 shares
    Change vs previous 13F -95,031 shares

    0.04% of the 13F portfolio, value $16,491,900.

    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 310,223 shares
    Change vs previous 13F +8,501 shares

    0.05% of the 13F portfolio, value $24,167,872.

    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 301,722 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $23,109,613.

    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).