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OSAIC HOLDINGS, INC.: CFO position timeline

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

OSAIC HOLDINGS, INC. held 15,531 CFO 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 15,531 shares
    Change vs previous 13F +2,310 shares

    <0.01% of the 13F portfolio, value $1,244,033.

    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 13,221 shares
    Change vs previous 13F -2,258 shares

    <0.01% of the 13F portfolio, value $980,580.

    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 15,479 shares
    Change vs previous 13F -1,380 shares

    <0.01% of the 13F portfolio, value $1,143,148.

    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 16,859 shares
    Change vs previous 13F +952 shares

    <0.01% of the 13F portfolio, value $1,240,214.

    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 15,907 shares
    Change vs previous 13F -708 shares

    <0.01% of the 13F portfolio, value $1,134,452.

    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 16,615 shares
    Change vs previous 13F +4,531 shares

    <0.01% of the 13F portfolio, value $1,138,422.

    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 12,084 shares
    Change vs previous 13F -1,166 shares

    <0.01% of the 13F portfolio, value $833,280.

    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 13,250 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $924,880.

    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).