Skip to content
Disclosery

OSAIC HOLDINGS, INC.: CAPR position timeline

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

OSAIC HOLDINGS, INC. held 20,334 CAPR 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 20,334 shares
    Change vs previous 13F -15,616 shares

    <0.01% of the 13F portfolio, value $489,640.

    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 35,950 shares
    Change vs previous 13F -3,931 shares

    <0.01% of the 13F portfolio, value $1,092,879.

    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 39,881 shares
    Change vs previous 13F +6,722 shares

    <0.01% of the 13F portfolio, value $1,150,964.

    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 33,159 shares
    Change vs previous 13F +14,687 shares

    <0.01% of the 13F portfolio, value $215,461.

    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 18,472 shares
    Change vs previous 13F +1,621 shares

    <0.01% of the 13F portfolio, value $183,425.

    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 16,851 shares
    Change vs previous 13F +6,296 shares

    <0.01% of the 13F portfolio, value $159,901.

    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 10,555 shares
    Change vs previous 13F -230,195 shares

    <0.01% of the 13F portfolio, value $145,648.

    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 240,750 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,661,808.

    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).