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OSAIC HOLDINGS, INC.: CVI position timeline

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

OSAIC HOLDINGS, INC. held 19,814 CVI 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 19,814 shares
    Change vs previous 13F -417 shares

    <0.01% of the 13F portfolio, value $546,107.

    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 20,231 shares
    Change vs previous 13F +6,586 shares

    <0.01% of the 13F portfolio, value $681,101.

    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 13,645 shares
    Change vs previous 13F -1,135 shares

    <0.01% of the 13F portfolio, value $347,395.

    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 14,780 shares
    Change vs previous 13F +1,181 shares

    <0.01% of the 13F portfolio, value $466,959.

    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 13,599 shares
    Change vs previous 13F -426 shares

    <0.01% of the 13F portfolio, value $365,417.

    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 14,025 shares
    Change vs previous 13F +2,082 shares

    <0.01% of the 13F portfolio, value $272,290.

    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 11,943 shares
    Change vs previous 13F -1,571 shares

    <0.01% of the 13F portfolio, value $224,010.

    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 13,514 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $311,537.

    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).