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OSAIC HOLDINGS, INC.: CGSM position timeline

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

OSAIC HOLDINGS, INC. held 518,969 CGSM 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 518,969 shares
    Change vs previous 13F +146,258 shares

    0.02% of the 13F portfolio, value $13,694,543.

    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 372,711 shares
    Change vs previous 13F -29,370 shares

    0.01% of the 13F portfolio, value $9,794,967.

    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 402,081 shares
    Change vs previous 13F +9,641 shares

    0.02% of the 13F portfolio, value $10,590,999.

    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 392,440 shares
    Change vs previous 13F +30,253 shares

    0.01% of the 13F portfolio, value $10,335,608.

    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 362,187 shares
    Change vs previous 13F +87,994 shares

    0.02% of the 13F portfolio, value $9,445,087.

    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 274,193 shares
    Change vs previous 13F +137,789 shares

    0.02% of the 13F portfolio, value $7,132,057.

    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 136,404 shares
    Change vs previous 13F -25,061 shares

    0.01% of the 13F portfolio, value $3,542,427.

    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 161,465 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,240,063.

    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).