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OSAIC HOLDINGS, INC.: CLOA position timeline

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

OSAIC HOLDINGS, INC. held 146,087 CLOA 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 146,087 shares
    Change vs previous 13F +70,617 shares

    0.01% of the 13F portfolio, value $7,583,831.

    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 75,470 shares
    Change vs previous 13F -28,656 shares

    0.01% of the 13F portfolio, value $3,912,390.

    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 104,126 shares
    Change vs previous 13F +18,508 shares

    0.01% of the 13F portfolio, value $5,388,210.

    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 85,618 shares
    Change vs previous 13F +36,101 shares

    0.01% of the 13F portfolio, value $4,450,185.

    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 49,517 shares
    Change vs previous 13F +3,937 shares

    <0.01% of the 13F portfolio, value $2,570,903.

    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 45,580 shares
    Change vs previous 13F +21,010 shares

    0.01% of the 13F portfolio, value $2,360,141.

    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 24,570 shares
    Change vs previous 13F +349 shares

    <0.01% of the 13F portfolio, value $1,079,141.

    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 24,221 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,258,765.

    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).