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OSAIC HOLDINGS, INC.: CGCP position timeline

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

OSAIC HOLDINGS, INC. held 3,847,677 CGCP 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 3,847,677 shares
    Change vs previous 13F +768,866 shares

    0.1% of the 13F portfolio, value $85,768,789.

    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 3,078,811 shares
    Change vs previous 13F +416,584 shares

    0.1% of the 13F portfolio, value $68,784,366.

    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 2,662,227 shares
    Change vs previous 13F +294,711 shares

    0.09% of the 13F portfolio, value $60,276,910.

    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 2,367,516 shares
    Change vs previous 13F +406,007 shares

    0.08% of the 13F portfolio, value $53,661,568.

    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 1,961,509 shares
    Change vs previous 13F -74,334 shares

    0.08% of the 13F portfolio, value $44,137,026.

    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 2,035,843 shares
    Change vs previous 13F +340,720 shares

    0.1% of the 13F portfolio, value $45,706,372.

    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 1,695,123 shares
    Change vs previous 13F -123,468 shares

    0.08% of the 13F portfolio, value $37,633,368.

    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 1,818,591 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $42,046,818.

    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).