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OSAIC HOLDINGS, INC.: CFA position timeline

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

OSAIC HOLDINGS, INC. held 34,104 CFA 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 34,104 shares
    Change vs previous 13F -112 shares

    <0.01% of the 13F portfolio, value $3,369,716.

    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 34,216 shares
    Change vs previous 13F -2,121 shares

    <0.01% of the 13F portfolio, value $3,130,061.

    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 36,337 shares
    Change vs previous 13F -10,663 shares

    <0.01% of the 13F portfolio, value $3,307,331.

    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 47,000 shares
    Change vs previous 13F -1,151 shares

    0.01% of the 13F portfolio, value $4,262,408.

    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 48,151 shares
    Change vs previous 13F -5,738 shares

    0.01% of the 13F portfolio, value $4,235,519.

    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 53,889 shares
    Change vs previous 13F +3,755 shares

    0.01% of the 13F portfolio, value $4,550,505.

    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 50,134 shares
    Change vs previous 13F -667 shares

    0.01% of the 13F portfolio, value $4,256,979.

    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 50,801 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,376,408.

    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).