Skip to content
Disclosery

OSAIC HOLDINGS, INC.: CARY position timeline

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

OSAIC HOLDINGS, INC. held 1,214,579 CARY 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 1,214,579 shares
    Change vs previous 13F +27,875 shares

    0.03% of the 13F portfolio, value $25,238,944.

    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 1,186,704 shares
    Change vs previous 13F +95,077 shares

    0.04% of the 13F portfolio, value $24,651,138.

    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 1,091,627 shares
    Change vs previous 13F +59,730 shares

    0.03% of the 13F portfolio, value $22,733,823.

    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 1,031,897 shares
    Change vs previous 13F +805,914 shares

    0.03% of the 13F portfolio, value $21,575,671.

    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 225,983 shares
    Change vs previous 13F +2,495 shares

    0.01% of the 13F portfolio, value $4,700,430.

    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 223,488 shares
    Change vs previous 13F +53,640 shares

    0.01% of the 13F portfolio, value $4,639,571.

    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 169,848 shares
    Change vs previous 13F +33,003 shares

    0.01% of the 13F portfolio, value $3,497,134.

    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 136,845 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,899,728.

    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).