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OSAIC HOLDINGS, INC.: CGMM position timeline

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

OSAIC HOLDINGS, INC. held 2,443,779 CGMM 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 2,443,779 shares
    Change vs previous 13F +758,030 shares

    0.09% of the 13F portfolio, value $80,575,066.

    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 1,685,749 shares
    Change vs previous 13F +150,842 shares

    0.07% of the 13F portfolio, value $49,495,998.

    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 1,534,907 shares
    Change vs previous 13F +730,173 shares

    0.06% of the 13F portfolio, value $44,270,599.

    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 804,734 shares
    Change vs previous 13F +389,825 shares

    0.03% of the 13F portfolio, value $22,803,402.

    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 414,909 shares
    Change vs previous 13F +380,069 shares

    0.02% of the 13F portfolio, value $11,152,724.

    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 34,840 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $832,313.

    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).