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OSAIC HOLDINGS, INC.: CPS position timeline

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

OSAIC HOLDINGS, INC. held 127,732 CPS 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 127,732 shares
    Change vs previous 13F +13,800 shares

    <0.01% of the 13F portfolio, value $3,455,045.

    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 113,932 shares
    Change vs previous 13F +13,792 shares

    <0.01% of the 13F portfolio, value $3,175,180.

    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 100,140 shares
    Change vs previous 13F +6,956 shares

    <0.01% of the 13F portfolio, value $3,287,514.

    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 93,184 shares
    Change vs previous 13F +7,591 shares

    <0.01% of the 13F portfolio, value $3,430,969.

    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 85,593 shares
    Change vs previous 13F +25,318 shares

    <0.01% of the 13F portfolio, value $1,840,216.

    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 60,275 shares
    Change vs previous 13F +34,620 shares

    <0.01% of the 13F portfolio, value $923,364.

    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 25,655 shares
    Change vs previous 13F +25,099 shares

    <0.01% of the 13F portfolio, value $347,847.

    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 556 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,712.

    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).