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OSAIC HOLDINGS, INC.: CSM position timeline

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

OSAIC HOLDINGS, INC. held 42,374 CSM 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 42,374 shares
    Change vs previous 13F +5,838 shares

    <0.01% of the 13F portfolio, value $3,611,708.

    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 36,536 shares
    Change vs previous 13F -11,879 shares

    <0.01% of the 13F portfolio, value $2,733,948.

    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 48,415 shares
    Change vs previous 13F -440 shares

    0.01% of the 13F portfolio, value $3,858,215.

    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 48,855 shares
    Change vs previous 13F -11,013 shares

    0.01% of the 13F portfolio, value $3,687,664.

    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 59,868 shares
    Change vs previous 13F +86 shares

    0.01% of the 13F portfolio, value $4,219,016.

    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 59,782 shares
    Change vs previous 13F +512 shares

    0.01% of the 13F portfolio, value $3,809,410.

    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 59,270 shares
    Change vs previous 13F +12,562 shares

    0.01% of the 13F portfolio, value $3,920,139.

    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 46,708 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,053,400.

    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).