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Disclosery

OSAIC HOLDINGS, INC.: CI position timeline

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

OSAIC HOLDINGS, INC. held 40,825 CI 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 40,825 shares
    Change vs previous 13F +1,010 shares

    0.01% of the 13F portfolio, value $11,267,374.

    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 39,815 shares
    Change vs previous 13F -5,353 shares

    0.02% of the 13F portfolio, value $10,628,956.

    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 45,168 shares
    Change vs previous 13F -34,263 shares

    0.02% of the 13F portfolio, value $12,445,156.

    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 79,431 shares
    Change vs previous 13F +26,989 shares

    0.03% of the 13F portfolio, value $23,067,707.

    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 52,442 shares
    Change vs previous 13F +14,437 shares

    0.03% of the 13F portfolio, value $17,323,444.

    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 38,005 shares
    Change vs previous 13F -8,660 shares

    0.03% of the 13F portfolio, value $12,520,088.

    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 46,665 shares
    Change vs previous 13F +8,860 shares

    0.02% of the 13F portfolio, value $9,692,390.

    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 37,805 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $13,109,559.

    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).