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OSAIC HOLDINGS, INC.: CGDG position timeline

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

OSAIC HOLDINGS, INC. held 1,451,076 CGDG 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 1,451,076 shares
    Change vs previous 13F +248,702 shares

    0.06% of the 13F portfolio, value $54,436,610.

    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 1,202,374 shares
    Change vs previous 13F +194,073 shares

    0.06% of the 13F portfolio, value $43,169,963.

    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 1,008,301 shares
    Change vs previous 13F +1,160 shares

    0.05% of the 13F portfolio, value $35,941,458.

    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 1,007,141 shares
    Change vs previous 13F +338,165 shares

    0.05% of the 13F portfolio, value $34,541,785.

    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 668,976 shares
    Change vs previous 13F +268,011 shares

    0.04% of the 13F portfolio, value $22,381,617.

    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 400,965 shares
    Change vs previous 13F +105,244 shares

    0.03% of the 13F portfolio, value $12,392,218.

    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 295,721 shares
    Change vs previous 13F +27,446 shares

    0.02% of the 13F portfolio, value $8,765,172.

    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 268,275 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,242,042.

    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).