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Disclosery

OSAIC HOLDINGS, INC.: CE position timeline

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

OSAIC HOLDINGS, INC. held 40,215 CE 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 40,215 shares
    Change vs previous 13F +33,159 shares

    <0.01% of the 13F portfolio, value $1,850,361.

    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 7,056 shares
    Change vs previous 13F +3,032 shares

    <0.01% of the 13F portfolio, value $464,113.

    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 4,024 shares
    Change vs previous 13F +387 shares

    <0.01% of the 13F portfolio, value $170,162.

    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 3,637 shares
    Change vs previous 13F -866 shares

    <0.01% of the 13F portfolio, value $162,307.

    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 4,503 shares
    Change vs previous 13F +998 shares

    <0.01% of the 13F portfolio, value $249,241.

    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 3,505 shares
    Change vs previous 13F -19,903 shares

    <0.01% of the 13F portfolio, value $198,965.

    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 23,408 shares
    Change vs previous 13F -1,082 shares

    <0.01% of the 13F portfolio, value $1,394,727.

    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 24,490 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,329,706.

    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).