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OSAIC HOLDINGS, INC.: CLS position timeline

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

OSAIC HOLDINGS, INC. held 51,964 CLS 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 51,964 shares
    Change vs previous 13F +4,086 shares

    0.02% of the 13F portfolio, value $18,949,444.

    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 47,878 shares
    Change vs previous 13F -9,700 shares

    0.02% of the 13F portfolio, value $13,469,306.

    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 57,578 shares
    Change vs previous 13F -61,760 shares

    0.02% of the 13F portfolio, value $17,047,884.

    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 119,338 shares
    Change vs previous 13F -24,372 shares

    0.04% of the 13F portfolio, value $25,677,365.

    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 143,710 shares
    Change vs previous 13F +74,619 shares

    0.03% of the 13F portfolio, value $18,694,634.

    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 69,091 shares
    Change vs previous 13F -33,653 shares

    0.01% of the 13F portfolio, value $5,448,542.

    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 102,744 shares
    Change vs previous 13F +5,880 shares

    0.02% of the 13F portfolio, value $9,478,777.

    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 96,864 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,955,585.

    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).