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OSAIC HOLDINGS, INC.: CVE position timeline

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

OSAIC HOLDINGS, INC. held 46,443 CVE 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 46,443 shares
    Change vs previous 13F -34,085 shares

    <0.01% of the 13F portfolio, value $1,152,258.

    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 80,528 shares
    Change vs previous 13F +70,902 shares

    <0.01% of the 13F portfolio, value $2,136,217.

    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 9,626 shares
    Change vs previous 13F -7,910 shares

    <0.01% of the 13F portfolio, value $162,886.

    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 17,536 shares
    Change vs previous 13F -20,815 shares

    <0.01% of the 13F portfolio, value $295,903.

    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 38,351 shares
    Change vs previous 13F +1,821 shares

    <0.01% of the 13F portfolio, value $523,553.

    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 36,530 shares
    Change vs previous 13F +27,875 shares

    <0.01% of the 13F portfolio, value $508,149.

    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 8,655 shares
    Change vs previous 13F -30,296 shares

    <0.01% of the 13F portfolio, value $130,842.

    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 38,951 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $651,633.

    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).