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Disclosery

OSAIC HOLDINGS, INC.: CL position timeline

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

OSAIC HOLDINGS, INC. held 170,774 CL 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 170,774 shares
    Change vs previous 13F +4,659 shares

    0.02% of the 13F portfolio, value $15,660,465.

    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 166,115 shares
    Change vs previous 13F -14,350 shares

    0.02% of the 13F portfolio, value $14,161,085.

    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 180,465 shares
    Change vs previous 13F -127,067 shares

    0.02% of the 13F portfolio, value $14,263,768.

    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 307,532 shares
    Change vs previous 13F +166,866 shares

    0.03% of the 13F portfolio, value $24,930,805.

    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 140,666 shares
    Change vs previous 13F +22,232 shares

    0.02% of the 13F portfolio, value $12,801,695.

    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 118,434 shares
    Change vs previous 13F -33,540 shares

    0.02% of the 13F portfolio, value $11,101,543.

    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 151,974 shares
    Change vs previous 13F -9,825 shares

    0.03% of the 13F portfolio, value $12,943,300.

    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 161,799 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $16,799,834.

    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).