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OSAIC HOLDINGS, INC.: CWI position timeline

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

OSAIC HOLDINGS, INC. held 256,192 CWI 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 256,192 shares
    Change vs previous 13F +12,186 shares

    0.01% of the 13F portfolio, value $10,419,820.

    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 244,006 shares
    Change vs previous 13F +86,269 shares

    0.01% of the 13F portfolio, value $8,928,507.

    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 157,737 shares
    Change vs previous 13F +39,541 shares

    0.01% of the 13F portfolio, value $5,666,354.

    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 118,196 shares
    Change vs previous 13F +16,213 shares

    0.01% of the 13F portfolio, value $3,980,247.

    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 101,983 shares
    Change vs previous 13F -29,729 shares

    0.01% of the 13F portfolio, value $3,331,134.

    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 131,712 shares
    Change vs previous 13F -13,687 shares

    0.01% of the 13F portfolio, value $3,896,296.

    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 145,399 shares
    Change vs previous 13F +7,939 shares

    0.01% of the 13F portfolio, value $4,062,724.

    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 137,460 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,184,437.

    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).