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Disclosery

OSAIC HOLDINGS, INC.: CB position timeline

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

OSAIC HOLDINGS, INC. held 103,041 CB 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 103,041 shares
    Change vs previous 13F -40,860 shares

    0.04% of the 13F portfolio, value $35,139,933.

    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 143,901 shares
    Change vs previous 13F +50,794 shares

    0.07% of the 13F portfolio, value $46,923,333.

    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 93,107 shares
    Change vs previous 13F -36,290 shares

    0.04% of the 13F portfolio, value $29,086,968.

    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 129,397 shares
    Change vs previous 13F +17,266 shares

    0.05% of the 13F portfolio, value $36,192,579.

    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 112,131 shares
    Change vs previous 13F +55,621 shares

    0.06% of the 13F portfolio, value $33,114,364.

    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 56,510 shares
    Change vs previous 13F -29,287 shares

    0.04% of the 13F portfolio, value $17,086,419.

    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 85,797 shares
    Change vs previous 13F +20,347 shares

    0.04% of the 13F portfolio, value $18,834,191.

    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 65,450 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $18,885,796.

    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).