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OSAIC HOLDINGS, INC.: COWZ position timeline

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

OSAIC HOLDINGS, INC. held 4,018,479 COWZ 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 4,018,479 shares
    Change vs previous 13F +313,548 shares

    0.29% of the 13F portfolio, value $250,042,472.

    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 3,704,931 shares
    Change vs previous 13F -278,838 shares

    0.34% of the 13F portfolio, value $231,859,867.

    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 3,983,769 shares
    Change vs previous 13F -1,358,932 shares

    0.35% of the 13F portfolio, value $239,812,461.

    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 5,342,701 shares
    Change vs previous 13F -105,620 shares

    0.43% of the 13F portfolio, value $309,388,258.

    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 5,448,321 shares
    Change vs previous 13F -2,163,229 shares

    0.53% of the 13F portfolio, value $300,314,837.

    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 7,611,550 shares
    Change vs previous 13F -237,759 shares

    0.93% of the 13F portfolio, value $416,925,352.

    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 7,849,309 shares
    Change vs previous 13F -638,758 shares

    1% of the 13F portfolio, value $443,445,929.

    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 8,488,067 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $490,972,833.

    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).