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OSAIC HOLDINGS, INC.: CMS position timeline

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

OSAIC HOLDINGS, INC. held 46,796 CMS 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 46,796 shares
    Change vs previous 13F -3,573 shares

    <0.01% of the 13F portfolio, value $3,581,367.

    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 50,369 shares
    Change vs previous 13F -1,805 shares

    0.01% of the 13F portfolio, value $3,909,175.

    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 52,174 shares
    Change vs previous 13F +10,237 shares

    0.01% of the 13F portfolio, value $3,649,933.

    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 41,937 shares
    Change vs previous 13F +2,243 shares

    <0.01% of the 13F portfolio, value $3,049,174.

    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 39,694 shares
    Change vs previous 13F +10,168 shares

    <0.01% of the 13F portfolio, value $2,788,179.

    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 29,526 shares
    Change vs previous 13F +1,693 shares

    <0.01% of the 13F portfolio, value $2,219,184.

    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 27,833 shares
    Change vs previous 13F +8,109 shares

    <0.01% of the 13F portfolio, value $1,736,143.

    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 19,724 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,394,360.

    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).