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OSAIC HOLDINGS, INC.: CHTR position timeline

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

OSAIC HOLDINGS, INC. held 6,199 CHTR 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 6,199 shares
    Change vs previous 13F -1,630 shares

    <0.01% of the 13F portfolio, value $881,845.

    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 7,829 shares
    Change vs previous 13F +2,774 shares

    <0.01% of the 13F portfolio, value $1,690,268.

    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 5,055 shares
    Change vs previous 13F -4,783 shares

    <0.01% of the 13F portfolio, value $1,055,372.

    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 9,838 shares
    Change vs previous 13F +2,163 shares

    <0.01% of the 13F portfolio, value $2,668,248.

    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 7,675 shares
    Change vs previous 13F +1,983 shares

    0.01% of the 13F portfolio, value $3,129,444.

    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 5,692 shares
    Change vs previous 13F -2,782 shares

    <0.01% of the 13F portfolio, value $2,098,219.

    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 8,474 shares
    Change vs previous 13F +3,552 shares

    0.01% of the 13F portfolio, value $2,552,714.

    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 4,922 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,595,571.

    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).