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OSAIC HOLDINGS, INC.: CEFS position timeline

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

OSAIC HOLDINGS, INC. held 135,375 CEFS 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 135,375 shares
    Change vs previous 13F +4,507 shares

    <0.01% of the 13F portfolio, value $3,470,939.

    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 130,868 shares
    Change vs previous 13F +78,736 shares

    <0.01% of the 13F portfolio, value $2,950,972.

    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 52,132 shares
    Change vs previous 13F -13,695 shares

    <0.01% of the 13F portfolio, value $1,201,026.

    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 65,827 shares
    Change vs previous 13F -2,956 shares

    <0.01% of the 13F portfolio, value $1,482,490.

    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 68,783 shares
    Change vs previous 13F -24,729 shares

    <0.01% of the 13F portfolio, value $1,529,606.

    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 93,512 shares
    Change vs previous 13F +6,245 shares

    <0.01% of the 13F portfolio, value $1,994,471.

    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 87,267 shares
    Change vs previous 13F +18,771 shares

    <0.01% of the 13F portfolio, value $1,869,113.

    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 68,496 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,523,912.

    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).