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OSAIC HOLDINGS, INC.: CIM position timeline

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

OSAIC HOLDINGS, INC. held 73,041 CIM 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 73,041 shares
    Change vs previous 13F +39,345 shares

    <0.01% of the 13F portfolio, value $974,386.

    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 33,696 shares
    Change vs previous 13F -10,853 shares

    <0.01% of the 13F portfolio, value $422,899.

    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 44,549 shares
    Change vs previous 13F +9,753 shares

    <0.01% of the 13F portfolio, value $553,766.

    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 34,796 shares
    Change vs previous 13F -3,024 shares

    <0.01% of the 13F portfolio, value $480,374.

    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 37,820 shares
    Change vs previous 13F +3,637 shares

    <0.01% of the 13F portfolio, value $524,499.

    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 34,183 shares
    Change vs previous 13F +1,080 shares

    <0.01% of the 13F portfolio, value $438,580.

    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 33,103 shares
    Change vs previous 13F -1,846 shares

    <0.01% of the 13F portfolio, value $463,448.

    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 34,949 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $553,222.

    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).