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OSAIC HOLDINGS, INC.: CALF position timeline

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

OSAIC HOLDINGS, INC. held 761,637 CALF 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 761,637 shares
    Change vs previous 13F +87,583 shares

    0.05% of the 13F portfolio, value $38,558,951.

    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 674,054 shares
    Change vs previous 13F -81,017 shares

    0.04% of the 13F portfolio, value $30,254,494.

    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 755,071 shares
    Change vs previous 13F -425,915 shares

    0.05% of the 13F portfolio, value $33,517,567.

    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 1,180,986 shares
    Change vs previous 13F -40,347 shares

    0.07% of the 13F portfolio, value $51,407,505.

    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 1,221,333 shares
    Change vs previous 13F -210,590 shares

    0.09% of the 13F portfolio, value $48,622,573.

    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 1,431,923 shares
    Change vs previous 13F -453,665 shares

    0.12% of the 13F portfolio, value $53,712,876.

    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 1,885,588 shares
    Change vs previous 13F -483,238 shares

    0.19% of the 13F portfolio, value $82,997,714.

    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 2,368,826 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $110,211,691.

    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).