Skip to content
Disclosery

OSAIC HOLDINGS, INC.: CW position timeline

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

OSAIC HOLDINGS, INC. held 38,695 CW 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 38,695 shares
    Change vs previous 13F -3,666 shares

    0.03% of the 13F portfolio, value $29,324,723.

    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 42,361 shares
    Change vs previous 13F -7,150 shares

    0.04% of the 13F portfolio, value $28,855,689.

    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 49,511 shares
    Change vs previous 13F -14,373 shares

    0.04% of the 13F portfolio, value $27,295,024.

    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 63,884 shares
    Change vs previous 13F +40,307 shares

    0.05% of the 13F portfolio, value $34,385,781.

    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 23,577 shares
    Change vs previous 13F +14,923 shares

    0.02% of the 13F portfolio, value $8,924,811.

    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 8,654 shares
    Change vs previous 13F -5,926 shares

    0.01% of the 13F portfolio, value $2,746,287.

    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 14,580 shares
    Change vs previous 13F -9,693 shares

    0.01% of the 13F portfolio, value $5,174,969.

    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 24,273 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,978,943.

    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).