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OSAIC HOLDINGS, INC.: CGMU position timeline

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

OSAIC HOLDINGS, INC. held 2,862,085 CGMU 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 2,862,085 shares
    Change vs previous 13F +542,510 shares

    0.09% of the 13F portfolio, value $78,623,000.

    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 2,319,575 shares
    Change vs previous 13F +103,959 shares

    0.09% of the 13F portfolio, value $62,977,477.

    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 2,215,616 shares
    Change vs previous 13F -20,710 shares

    0.09% of the 13F portfolio, value $60,664,913.

    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 2,236,326 shares
    Change vs previous 13F +202,695 shares

    0.08% of the 13F portfolio, value $60,639,066.

    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 2,033,631 shares
    Change vs previous 13F +543,338 shares

    0.1% of the 13F portfolio, value $54,299,591.

    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 1,490,293 shares
    Change vs previous 13F +432,376 shares

    0.09% of the 13F portfolio, value $39,971,097.

    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 1,057,917 shares
    Change vs previous 13F +44,997 shares

    0.06% of the 13F portfolio, value $28,479,388.

    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 1,012,920 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $27,814,963.

    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).