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OSAIC HOLDINGS, INC.: CLIP position timeline

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

OSAIC HOLDINGS, INC. held 115,745 CLIP 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 115,745 shares
    Change vs previous 13F +24,534 shares

    0.01% of the 13F portfolio, value $11,614,711.

    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 91,211 shares
    Change vs previous 13F -11,338 shares

    0.01% of the 13F portfolio, value $9,154,908.

    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 102,549 shares
    Change vs previous 13F -18,261 shares

    0.02% of the 13F portfolio, value $10,267,638.

    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 120,810 shares
    Change vs previous 13F -13,032 shares

    0.02% of the 13F portfolio, value $12,133,871.

    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 133,842 shares
    Change vs previous 13F +75,303 shares

    0.02% of the 13F portfolio, value $13,442,857.

    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 58,539 shares
    Change vs previous 13F +34,566 shares

    0.01% of the 13F portfolio, value $5,880,223.

    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 23,973 shares
    Change vs previous 13F +6,649 shares

    0.01% of the 13F portfolio, value $2,400,147.

    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 17,324 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,741,556.

    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).