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Disclosery

OSAIC HOLDINGS, INC.: CCD position timeline

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

OSAIC HOLDINGS, INC. held 74,911 CCD 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 74,911 shares
    Change vs previous 13F +25,261 shares

    <0.01% of the 13F portfolio, value $1,930,565.

    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 49,650 shares
    Change vs previous 13F -10,211 shares

    <0.01% of the 13F portfolio, value $1,060,081.

    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 59,861 shares
    Change vs previous 13F -7,574 shares

    <0.01% of the 13F portfolio, value $1,248,794.

    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 67,435 shares
    Change vs previous 13F +2,251 shares

    <0.01% of the 13F portfolio, value $1,392,124.

    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 65,184 shares
    Change vs previous 13F -1,485 shares

    <0.01% of the 13F portfolio, value $1,314,226.

    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 66,669 shares
    Change vs previous 13F -4,886 shares

    <0.01% of the 13F portfolio, value $1,419,492.

    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 71,555 shares
    Change vs previous 13F +7,932 shares

    <0.01% of the 13F portfolio, value $1,739,745.

    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 63,623 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,616,258.

    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).