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OSAIC HOLDINGS, INC.: CDX position timeline

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

OSAIC HOLDINGS, INC. held 250,086 CDX 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 250,086 shares
    Change vs previous 13F +6,973 shares

    0.01% of the 13F portfolio, value $5,281,844.

    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 243,113 shares
    Change vs previous 13F -35,902 shares

    0.01% of the 13F portfolio, value $5,188,086.

    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 279,015 shares
    Change vs previous 13F +194,490 shares

    0.01% of the 13F portfolio, value $6,213,677.

    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 84,525 shares
    Change vs previous 13F +61,759 shares

    <0.01% of the 13F portfolio, value $1,928,510.

    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 22,766 shares
    Change vs previous 13F +22,742 shares

    <0.01% of the 13F portfolio, value $530,776.

    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 24 shares
    Change vs previous 13F -412 shares

    <0.01% of the 13F portfolio, value $551.

    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 436 shares
    Change vs previous 13F +78 shares

    <0.01% of the 13F portfolio, value $9,509.

    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 358 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,498.

    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).