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OSAIC HOLDINGS, INC.: CODA position timeline

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

OSAIC HOLDINGS, INC. held 20,731 CODA 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 20,731 shares
    Change vs previous 13F -11,070 shares

    <0.01% of the 13F portfolio, value $202,540.

    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 31,801 shares
    Change vs previous 13F -51,034 shares

    <0.01% of the 13F portfolio, value $359,351.

    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 82,835 shares
    Change vs previous 13F -15,466 shares

    <0.01% of the 13F portfolio, value $770,365.

    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 98,301 shares
    Change vs previous 13F +18,867 shares

    <0.01% of the 13F portfolio, value $796,223.

    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 79,434 shares
    Change vs previous 13F +12,433 shares

    <0.01% of the 13F portfolio, value $649,769.

    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 67,001 shares
    Change vs previous 13F +6,800 shares

    <0.01% of the 13F portfolio, value $418,086.

    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 60,201 shares
    Change vs previous 13F +34,997 shares

    <0.01% of the 13F portfolio, value $471,373.

    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 25,204 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $182,729.

    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).