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OSAIC HOLDINGS, INC.: CDL position timeline

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

OSAIC HOLDINGS, INC. held 4,461 CDL 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 4,461 shares
    Change vs previous 13F +947 shares

    <0.01% of the 13F portfolio, value $346,144.

    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 3,514 shares
    Change vs previous 13F -1,475 shares

    <0.01% of the 13F portfolio, value $261,905.

    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 4,989 shares
    Change vs previous 13F -410 shares

    <0.01% of the 13F portfolio, value $343,519.

    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 5,399 shares
    Change vs previous 13F +274 shares

    <0.01% of the 13F portfolio, value $374,962.

    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 5,125 shares
    Change vs previous 13F -1,873 shares

    <0.01% of the 13F portfolio, value $341,366.

    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 6,998 shares
    Change vs previous 13F -47,873 shares

    <0.01% of the 13F portfolio, value $479,386.

    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 54,871 shares
    Change vs previous 13F -130 shares

    0.01% of the 13F portfolio, value $3,584,601.

    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 55,001 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,730,758.

    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).