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Disclosery

OSAIC HOLDINGS, INC.: CF position timeline

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

OSAIC HOLDINGS, INC. held 35,805 CF 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 35,805 shares
    Change vs previous 13F +7,176 shares

    <0.01% of the 13F portfolio, value $3,877,252.

    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 28,629 shares
    Change vs previous 13F +10,448 shares

    0.01% of the 13F portfolio, value $3,717,811.

    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 18,181 shares
    Change vs previous 13F -1,990 shares

    <0.01% of the 13F portfolio, value $1,407,117.

    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 20,171 shares
    Change vs previous 13F +5,622 shares

    <0.01% of the 13F portfolio, value $1,782,817.

    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 14,549 shares
    Change vs previous 13F +2,261 shares

    <0.01% of the 13F portfolio, value $1,337,569.

    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 12,288 shares
    Change vs previous 13F -795 shares

    <0.01% of the 13F portfolio, value $960,646.

    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 13,083 shares
    Change vs previous 13F -15,311 shares

    <0.01% of the 13F portfolio, value $1,116,387.

    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 28,394 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,436,342.

    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).