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OSAIC HOLDINGS, INC.: CVIE position timeline

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

OSAIC HOLDINGS, INC. held 11,661 CVIE 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 11,661 shares
    Change vs previous 13F -779 shares

    <0.01% of the 13F portfolio, value $991,415.

    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 12,440 shares
    Change vs previous 13F -1,410 shares

    <0.01% of the 13F portfolio, value $904,294.

    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 13,850 shares
    Change vs previous 13F +127 shares

    <0.01% of the 13F portfolio, value $987,559.

    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 13,723 shares
    Change vs previous 13F +4,520 shares

    <0.01% of the 13F portfolio, value $928,856.

    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 9,203 shares
    Change vs previous 13F -2,062 shares

    <0.01% of the 13F portfolio, value $599,153.

    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 11,265 shares
    Change vs previous 13F +8,029 shares

    <0.01% of the 13F portfolio, value $652,211.

    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 3,236 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $178,535.

    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 3,219 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $192,833.

    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).