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OSAIC HOLDINGS, INC.: CODI position timeline

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

OSAIC HOLDINGS, INC. held 15,900 CODI 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 15,900 shares
    Change vs previous 13F -1,428 shares

    <0.01% of the 13F portfolio, value $169,531.

    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 17,328 shares
    Change vs previous 13F -4,355 shares

    <0.01% of the 13F portfolio, value $136,223.

    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 21,683 shares
    Change vs previous 13F -179,185 shares

    <0.01% of the 13F portfolio, value $104,114.

    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 200,868 shares
    Change vs previous 13F -136,016 shares

    <0.01% of the 13F portfolio, value $1,488,465.

    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 336,884 shares
    Change vs previous 13F +252,246 shares

    <0.01% of the 13F portfolio, value $2,119,667.

    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 84,638 shares
    Change vs previous 13F +45,181 shares

    <0.01% of the 13F portfolio, value $1,580,281.

    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 39,457 shares
    Change vs previous 13F -168 shares

    <0.01% of the 13F portfolio, value $910,891.

    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 39,625 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $877,044.

    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).