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OSAIC HOLDINGS, INC.: CGXU position timeline

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

OSAIC HOLDINGS, INC. held 2,072,263 CGXU 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 2,072,263 shares
    Change vs previous 13F +508,261 shares

    0.08% of the 13F portfolio, value $71,756,254.

    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 1,564,002 shares
    Change vs previous 13F -423,637 shares

    0.07% of the 13F portfolio, value $46,124,973.

    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 1,987,639 shares
    Change vs previous 13F +145,199 shares

    0.09% of the 13F portfolio, value $58,741,115.

    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 1,842,440 shares
    Change vs previous 13F +486,522 shares

    0.08% of the 13F portfolio, value $53,818,553.

    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 1,355,918 shares
    Change vs previous 13F -267,234 shares

    0.07% of the 13F portfolio, value $36,789,458.

    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 1,623,152 shares
    Change vs previous 13F +67,508 shares

    0.09% of the 13F portfolio, value $39,738,026.

    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 1,555,644 shares
    Change vs previous 13F -244,737 shares

    0.09% of the 13F portfolio, value $38,378,205.

    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 1,800,381 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $48,556,761.

    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).