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OSAIC HOLDINGS, INC.: CGMS position timeline

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

OSAIC HOLDINGS, INC. held 3,285,180 CGMS 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 3,285,180 shares
    Change vs previous 13F +597,504 shares

    0.11% of the 13F portfolio, value $89,786,850.

    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 2,687,676 shares
    Change vs previous 13F +241,541 shares

    0.11% of the 13F portfolio, value $73,187,456.

    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 2,446,135 shares
    Change vs previous 13F +335,131 shares

    0.1% of the 13F portfolio, value $67,564,523.

    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 2,111,004 shares
    Change vs previous 13F +342,242 shares

    0.08% of the 13F portfolio, value $58,504,783.

    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 1,768,762 shares
    Change vs previous 13F +410,734 shares

    0.09% of the 13F portfolio, value $48,854,747.

    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 1,358,028 shares
    Change vs previous 13F +332,855 shares

    0.08% of the 13F portfolio, value $37,076,198.

    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 1,025,173 shares
    Change vs previous 13F -694,551 shares

    0.06% of the 13F portfolio, value $27,967,540.

    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 1,719,724 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $47,878,468.

    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).