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OSAIC HOLDINGS, INC.: CMP position timeline

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

OSAIC HOLDINGS, INC. held 11,371 CMP 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 11,371 shares
    Change vs previous 13F +2,206 shares

    <0.01% of the 13F portfolio, value $353,987.

    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 9,165 shares
    Change vs previous 13F -1,141 shares

    <0.01% of the 13F portfolio, value $214,007.

    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 10,306 shares
    Change vs previous 13F -54,579 shares

    <0.01% of the 13F portfolio, value $202,428.

    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 64,885 shares
    Change vs previous 13F +183 shares

    <0.01% of the 13F portfolio, value $1,237,588.

    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 64,702 shares
    Change vs previous 13F +2,211 shares

    <0.01% of the 13F portfolio, value $1,293,502.

    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 62,491 shares
    Change vs previous 13F -6,936 shares

    <0.01% of the 13F portfolio, value $580,722.

    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 69,427 shares
    Change vs previous 13F +8,462 shares

    <0.01% of the 13F portfolio, value $781,292.

    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 60,965 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $733,032.

    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).