Skip to content
Disclosery

OSAIC HOLDINGS, INC.: CBT position timeline

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

OSAIC HOLDINGS, INC. held 12,188 CBT 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 12,188 shares
    Change vs previous 13F +7,872 shares

    <0.01% of the 13F portfolio, value $1,106,983.

    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 4,316 shares
    Change vs previous 13F +298 shares

    <0.01% of the 13F portfolio, value $325,081.

    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 4,018 shares
    Change vs previous 13F -1,048 shares

    <0.01% of the 13F portfolio, value $266,381.

    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 5,066 shares
    Change vs previous 13F +1,245 shares

    <0.01% of the 13F portfolio, value $390,099.

    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 3,821 shares
    Change vs previous 13F +2,421 shares

    <0.01% of the 13F portfolio, value $308,827.

    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 1,400 shares
    Change vs previous 13F -1,691 shares

    <0.01% of the 13F portfolio, value $116,413.

    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 3,091 shares
    Change vs previous 13F -398 shares

    <0.01% of the 13F portfolio, value $282,244.

    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 3,489 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $389,977.

    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).