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OSAIC HOLDINGS, INC.: CGIB position timeline

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

OSAIC HOLDINGS, INC. held 153,226 CGIB 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 153,226 shares
    Change vs previous 13F +50,551 shares

    <0.01% of the 13F portfolio, value $3,912,464.

    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 102,675 shares
    Change vs previous 13F +25,177 shares

    <0.01% of the 13F portfolio, value $2,592,001.

    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 77,498 shares
    Change vs previous 13F +29,619 shares

    <0.01% of the 13F portfolio, value $1,965,971.

    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 47,879 shares
    Change vs previous 13F +33,774 shares

    <0.01% of the 13F portfolio, value $1,209,364.

    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 14,105 shares
    Change vs previous 13F +13,463 shares

    <0.01% of the 13F portfolio, value $355,835.

    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 642 shares
    Change vs previous 13F +392 shares

    <0.01% of the 13F portfolio, value $16,297.

    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 250 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,317.

    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 250 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,427.

    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).