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OSAIC HOLDINGS, INC.: CALY position timeline

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

OSAIC HOLDINGS, INC. held 37,711 CALY 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 37,711 shares
    Change vs previous 13F -4,225 shares

    <0.01% of the 13F portfolio, value $708,559.

    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 41,936 shares
    Change vs previous 13F +13,808 shares

    <0.01% of the 13F portfolio, value $582,052.

    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 28,128 shares
    Change vs previous 13F +3,470 shares

    <0.01% of the 13F portfolio, value $328,240.

    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 24,658 shares
    Change vs previous 13F -7,129 shares

    <0.01% of the 13F portfolio, value $235,441.

    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 31,787 shares
    Change vs previous 13F -5,261 shares

    <0.01% of the 13F portfolio, value $255,841.

    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 37,048 shares
    Change vs previous 13F -6,638 shares

    <0.01% of the 13F portfolio, value $244,092.

    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 43,686 shares
    Change vs previous 13F -40,508 shares

    <0.01% of the 13F portfolio, value $337,951.

    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 84,194 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $924,364.

    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).