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OSAIC HOLDINGS, INC.: CII position timeline

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

OSAIC HOLDINGS, INC. held 566,894 CII 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 566,894 shares
    Change vs previous 13F +50,685 shares

    0.02% of the 13F portfolio, value $14,825,152.

    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 516,209 shares
    Change vs previous 13F +32,290 shares

    0.02% of the 13F portfolio, value $10,851,570.

    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 483,919 shares
    Change vs previous 13F +9,278 shares

    0.02% of the 13F portfolio, value $11,310,265.

    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 474,641 shares
    Change vs previous 13F +46,378 shares

    0.01% of the 13F portfolio, value $10,715,403.

    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 428,263 shares
    Change vs previous 13F +37,645 shares

    0.02% of the 13F portfolio, value $9,144,407.

    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 390,618 shares
    Change vs previous 13F +37,009 shares

    0.02% of the 13F portfolio, value $7,215,530.

    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 353,609 shares
    Change vs previous 13F +882 shares

    0.02% of the 13F portfolio, value $7,108,357.

    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 352,727 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,945,935.

    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).