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Disclosery

OSAIC HOLDINGS, INC.: CC position timeline

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

OSAIC HOLDINGS, INC. held 104,028 CC 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 104,028 shares
    Change vs previous 13F +72,680 shares

    <0.01% of the 13F portfolio, value $2,134,981.

    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 31,348 shares
    Change vs previous 13F +5,546 shares

    <0.01% of the 13F portfolio, value $690,660.

    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 25,802 shares
    Change vs previous 13F -69,931 shares

    <0.01% of the 13F portfolio, value $304,268.

    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 95,733 shares
    Change vs previous 13F +71,512 shares

    <0.01% of the 13F portfolio, value $1,476,193.

    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 24,221 shares
    Change vs previous 13F +2,587 shares

    <0.01% of the 13F portfolio, value $277,377.

    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 21,634 shares
    Change vs previous 13F +5,787 shares

    <0.01% of the 13F portfolio, value $292,769.

    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 15,847 shares
    Change vs previous 13F -1,908 shares

    <0.01% of the 13F portfolio, value $263,008.

    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 17,755 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $360,886.

    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).