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OSAIC HOLDINGS, INC.: CATY position timeline

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

OSAIC HOLDINGS, INC. held 28,492 CATY 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 28,492 shares
    Change vs previous 13F -497 shares

    <0.01% of the 13F portfolio, value $1,766,271.

    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 28,989 shares
    Change vs previous 13F -2,235 shares

    <0.01% of the 13F portfolio, value $1,445,419.

    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 31,224 shares
    Change vs previous 13F -2,115 shares

    <0.01% of the 13F portfolio, value $1,510,928.

    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 33,339 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $1,625,693.

    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 33,335 shares
    Change vs previous 13F +20,114 shares

    <0.01% of the 13F portfolio, value $1,517,703.

    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 13,221 shares
    Change vs previous 13F -22,453 shares

    <0.01% of the 13F portfolio, value $568,899.

    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 35,674 shares
    Change vs previous 13F +22,269 shares

    <0.01% of the 13F portfolio, value $1,653,134.

    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 13,405 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $575,744.

    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).