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OSAIC HOLDINGS, INC.: CMF position timeline

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

OSAIC HOLDINGS, INC. held 203,745 CMF 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 203,745 shares
    Change vs previous 13F +149,881 shares

    0.01% of the 13F portfolio, value $11,745,577.

    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 53,864 shares
    Change vs previous 13F -102,299 shares

    <0.01% of the 13F portfolio, value $3,062,938.

    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 156,163 shares
    Change vs previous 13F -7,655 shares

    0.01% of the 13F portfolio, value $8,974,769.

    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 163,818 shares
    Change vs previous 13F +2,186 shares

    0.01% of the 13F portfolio, value $9,304,906.

    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 161,632 shares
    Change vs previous 13F -41,948 shares

    0.02% of the 13F portfolio, value $9,016,701.

    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 203,580 shares
    Change vs previous 13F +78,414 shares

    0.03% of the 13F portfolio, value $11,459,035.

    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 125,166 shares
    Change vs previous 13F +16,188 shares

    0.02% of the 13F portfolio, value $7,169,533.

    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 108,978 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,332,703.

    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).