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OSAIC HOLDINGS, INC.: CBSH position timeline

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

OSAIC HOLDINGS, INC. held 23,704 CBSH 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 23,704 shares
    Change vs previous 13F -12,905 shares

    <0.01% of the 13F portfolio, value $1,369,363.

    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 36,609 shares
    Change vs previous 13F -7,490 shares

    <0.01% of the 13F portfolio, value $1,801,420.

    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 44,099 shares
    Change vs previous 13F -5,443 shares

    <0.01% of the 13F portfolio, value $2,308,780.

    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 49,542 shares
    Change vs previous 13F +9,281 shares

    <0.01% of the 13F portfolio, value $3,031,931.

    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 40,261 shares
    Change vs previous 13F -6,323 shares

    <0.01% of the 13F portfolio, value $2,503,905.

    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 46,584 shares
    Change vs previous 13F +5,136 shares

    0.01% of the 13F portfolio, value $2,899,935.

    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 41,448 shares
    Change vs previous 13F -5,692 shares

    0.01% of the 13F portfolio, value $2,583,437.

    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 47,140 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,800,751.

    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).