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OSAIC HOLDINGS, INC.: CVY position timeline

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

OSAIC HOLDINGS, INC. held 19,518 CVY 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 19,518 shares
    Change vs previous 13F -1,769 shares

    <0.01% of the 13F portfolio, value $562,820.

    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 21,287 shares
    Change vs previous 13F +4,090 shares

    <0.01% of the 13F portfolio, value $576,347.

    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 17,197 shares
    Change vs previous 13F -842 shares

    <0.01% of the 13F portfolio, value $461,191.

    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 18,039 shares
    Change vs previous 13F -906 shares

    <0.01% of the 13F portfolio, value $486,333.

    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 18,945 shares
    Change vs previous 13F +5,087 shares

    <0.01% of the 13F portfolio, value $488,368.

    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 13,858 shares
    Change vs previous 13F -7,376 shares

    <0.01% of the 13F portfolio, value $351,941.

    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 21,234 shares
    Change vs previous 13F +1,595 shares

    <0.01% of the 13F portfolio, value $534,298.

    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 19,639 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $512,946.

    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).