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OSAIC HOLDINGS, INC.: CGO position timeline

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

OSAIC HOLDINGS, INC. held 23,395 CGO 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 23,395 shares
    Change vs previous 13F -313 shares

    <0.01% of the 13F portfolio, value $319,594.

    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 23,708 shares
    Change vs previous 13F -4,012 shares

    <0.01% of the 13F portfolio, value $264,366.

    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 27,720 shares
    Change vs previous 13F +15,869 shares

    <0.01% of the 13F portfolio, value $315,747.

    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 11,851 shares
    Change vs previous 13F -5,045 shares

    <0.01% of the 13F portfolio, value $139,885.

    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 16,896 shares
    Change vs previous 13F +6,630 shares

    <0.01% of the 13F portfolio, value $197,863.

    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 10,266 shares
    Change vs previous 13F -1,658 shares

    <0.01% of the 13F portfolio, value $106,063.

    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 11,924 shares
    Change vs previous 13F +503 shares

    <0.01% of the 13F portfolio, value $135,823.

    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 11,421 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $136,490.

    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).