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OSAIC HOLDINGS, INC.: CGCV position timeline

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

OSAIC HOLDINGS, INC. held 488,025 CGCV 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 488,025 shares
    Change vs previous 13F +136,691 shares

    0.02% of the 13F portfolio, value $16,017,875.

    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 351,334 shares
    Change vs previous 13F +69,885 shares

    0.02% of the 13F portfolio, value $10,473,532.

    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 281,449 shares
    Change vs previous 13F +58,693 shares

    0.01% of the 13F portfolio, value $8,581,717.

    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 222,756 shares
    Change vs previous 13F +61,761 shares

    0.01% of the 13F portfolio, value $6,667,722.

    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 160,995 shares
    Change vs previous 13F +58,646 shares

    0.01% of the 13F portfolio, value $4,604,879.

    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 102,349 shares
    Change vs previous 13F +72,999 shares

    0.01% of the 13F portfolio, value $2,775,656.

    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 29,350 shares
    Change vs previous 13F +10,173 shares

    <0.01% of the 13F portfolio, value $778,958.

    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 19,177 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $522,692.

    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).