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OSAIC HOLDINGS, INC.: CFG position timeline

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

OSAIC HOLDINGS, INC. held 78,486 CFG 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 78,486 shares
    Change vs previous 13F +21,499 shares

    0.01% of the 13F portfolio, value $5,500,682.

    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 56,987 shares
    Change vs previous 13F -1,938 shares

    0.01% of the 13F portfolio, value $3,418,236.

    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 58,925 shares
    Change vs previous 13F -204,390 shares

    0.01% of the 13F portfolio, value $3,442,943.

    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 263,315 shares
    Change vs previous 13F +44,225 shares

    0.02% of the 13F portfolio, value $13,978,230.

    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 219,090 shares
    Change vs previous 13F +183,512 shares

    0.02% of the 13F portfolio, value $9,123,753.

    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 35,578 shares
    Change vs previous 13F -50,173 shares

    <0.01% of the 13F portfolio, value $1,458,141.

    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 85,751 shares
    Change vs previous 13F -10,903 shares

    0.01% of the 13F portfolio, value $3,536,849.

    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 96,654 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,970,282.

    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).