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OSAIC HOLDINGS, INC.: CPER position timeline

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

OSAIC HOLDINGS, INC. held 71,819 CPER 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 71,819 shares
    Change vs previous 13F +30,697 shares

    <0.01% of the 13F portfolio, value $2,709,716.

    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 41,122 shares
    Change vs previous 13F +10,706 shares

    <0.01% of the 13F portfolio, value $1,415,821.

    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 30,416 shares
    Change vs previous 13F -882 shares

    <0.01% of the 13F portfolio, value $1,063,342.

    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 31,298 shares
    Change vs previous 13F +914 shares

    <0.01% of the 13F portfolio, value $893,734.

    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 30,384 shares
    Change vs previous 13F +1,661 shares

    <0.01% of the 13F portfolio, value $961,368.

    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 28,723 shares
    Change vs previous 13F +11,738 shares

    <0.01% of the 13F portfolio, value $907,674.

    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 16,985 shares
    Change vs previous 13F -1,229 shares

    <0.01% of the 13F portfolio, value $427,363.

    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 18,214 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $516,361.

    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).