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OSAIC HOLDINGS, INC.: CGBD position timeline

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

OSAIC HOLDINGS, INC. held 53,857 CGBD 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 53,857 shares
    Change vs previous 13F +3,278 shares

    <0.01% of the 13F portfolio, value $567,306.

    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 50,579 shares
    Change vs previous 13F -6,492 shares

    <0.01% of the 13F portfolio, value $553,540.

    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 57,071 shares
    Change vs previous 13F -1,925 shares

    <0.01% of the 13F portfolio, value $713,015.

    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 58,996 shares
    Change vs previous 13F +4,871 shares

    <0.01% of the 13F portfolio, value $780,762.

    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 54,125 shares
    Change vs previous 13F -7,014 shares

    <0.01% of the 13F portfolio, value $740,612.

    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 61,139 shares
    Change vs previous 13F -11,574 shares

    <0.01% of the 13F portfolio, value $989,448.

    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 72,713 shares
    Change vs previous 13F -2,224 shares

    <0.01% of the 13F portfolio, value $1,304,263.

    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 74,937 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,271,910.

    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).