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OSAIC HOLDINGS, INC.: CPA position timeline

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

OSAIC HOLDINGS, INC. held 7,653 CPA 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 7,653 shares
    Change vs previous 13F -5,218 shares

    <0.01% of the 13F portfolio, value $1,191,013.

    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 12,871 shares
    Change vs previous 13F -494 shares

    <0.01% of the 13F portfolio, value $1,462,631.

    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 13,365 shares
    Change vs previous 13F -30,100 shares

    <0.01% of the 13F portfolio, value $1,612,195.

    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 43,465 shares
    Change vs previous 13F +41,618 shares

    0.01% of the 13F portfolio, value $5,161,440.

    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 1,847 shares
    Change vs previous 13F +245 shares

    <0.01% of the 13F portfolio, value $203,288.

    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 1,602 shares
    Change vs previous 13F +1,189 shares

    <0.01% of the 13F portfolio, value $148,411.

    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 413 shares
    Change vs previous 13F +170 shares

    <0.01% of the 13F portfolio, value $36,363.

    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 243 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $22,871.

    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).