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OSAIC HOLDINGS, INC.: CION position timeline

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

OSAIC HOLDINGS, INC. held 291,108 CION 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 291,108 shares
    Change vs previous 13F +40,843 shares

    <0.01% of the 13F portfolio, value $1,813,602.

    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 250,265 shares
    Change vs previous 13F +54,854 shares

    <0.01% of the 13F portfolio, value $1,711,810.

    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 195,411 shares
    Change vs previous 13F -40,596 shares

    <0.01% of the 13F portfolio, value $1,889,641.

    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 236,007 shares
    Change vs previous 13F -23,288 shares

    <0.01% of the 13F portfolio, value $2,456,302.

    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 259,295 shares
    Change vs previous 13F +19,384 shares

    <0.01% of the 13F portfolio, value $2,504,296.

    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 239,911 shares
    Change vs previous 13F +8,215 shares

    0.01% of the 13F portfolio, value $2,483,103.

    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 231,696 shares
    Change vs previous 13F +24,131 shares

    0.01% of the 13F portfolio, value $2,639,752.

    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 207,565 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,470,038.

    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).