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OSAIC HOLDINGS, INC.: CTA position timeline

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

OSAIC HOLDINGS, INC. held 391,186 CTA 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 391,186 shares
    Change vs previous 13F +200,516 shares

    0.01% of the 13F portfolio, value $10,147,907.

    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 190,670 shares
    Change vs previous 13F -46,399 shares

    0.01% of the 13F portfolio, value $5,762,168.

    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 237,069 shares
    Change vs previous 13F -23,795 shares

    0.01% of the 13F portfolio, value $6,462,906.

    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 260,864 shares
    Change vs previous 13F +26,733 shares

    0.01% of the 13F portfolio, value $7,288,082.

    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 234,131 shares
    Change vs previous 13F +157,166 shares

    0.01% of the 13F portfolio, value $6,282,312.

    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 76,965 shares
    Change vs previous 13F +64,685 shares

    0.01% of the 13F portfolio, value $2,278,438.

    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 12,280 shares
    Change vs previous 13F +781 shares

    <0.01% of the 13F portfolio, value $342,482.

    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 11,499 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $298,963.

    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).