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OSAIC HOLDINGS, INC.: CALM position timeline

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

OSAIC HOLDINGS, INC. held 32,494 CALM 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 32,494 shares
    Change vs previous 13F +11,066 shares

    <0.01% of the 13F portfolio, value $2,617,999.

    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 21,428 shares
    Change vs previous 13F -5,902 shares

    <0.01% of the 13F portfolio, value $1,696,315.

    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 27,330 shares
    Change vs previous 13F -9,388 shares

    <0.01% of the 13F portfolio, value $2,174,774.

    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 36,718 shares
    Change vs previous 13F +15,448 shares

    0.01% of the 13F portfolio, value $3,839,430.

    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 21,270 shares
    Change vs previous 13F +2,805 shares

    <0.01% of the 13F portfolio, value $2,094,842.

    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 18,465 shares
    Change vs previous 13F +10,857 shares

    <0.01% of the 13F portfolio, value $1,678,522.

    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 7,608 shares
    Change vs previous 13F +1,843 shares

    <0.01% of the 13F portfolio, value $783,142.

    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 5,765 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $431,558.

    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).