Skip to content
Disclosery

OSAIC HOLDINGS, INC.: CM position timeline

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

OSAIC HOLDINGS, INC. held 13,305 CM 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 13,305 shares
    Change vs previous 13F +3,497 shares

    <0.01% of the 13F portfolio, value $1,530,853.

    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 9,808 shares
    Change vs previous 13F +408 shares

    <0.01% of the 13F portfolio, value $929,627.

    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 9,400 shares
    Change vs previous 13F -19,932 shares

    <0.01% of the 13F portfolio, value $852,436.

    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 29,332 shares
    Change vs previous 13F -1,074 shares

    <0.01% of the 13F portfolio, value $2,330,690.

    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 30,406 shares
    Change vs previous 13F +17,612 shares

    <0.01% of the 13F portfolio, value $1,872,240.

    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 12,794 shares
    Change vs previous 13F +1,006 shares

    <0.01% of the 13F portfolio, value $721,278.

    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 11,788 shares
    Change vs previous 13F -859 shares

    <0.01% of the 13F portfolio, value $746,199.

    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 12,647 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $776,752.

    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).